There are previous versions for which parts of this Online Manual may
still be accurate; however, it is our policy that all customers are best
served by being in the current version, so the latest features are the
focus of this manual.

Same ClientTracker - Two Different Modes of AccessThe same ClientTracker software program is available as a desktop version or a cloud version. In this manual they are sometimes referred to as "ClientTracker 6" and "ClientTracker Cloud 6.0". Both versions have 98% of the same features.

ClientTracker Desktop
– This is installed on your computer. The data
resides on your computer’s hard drive. It can be used by one user at a
time.

ClientTracker Cloud – Access your ClientTracker with almost any computer
or device. Your data resides on a HIPAA secure server “in the cloud.” You use free remote connection software to connect to it. Multiple people can use ClientTracker simultaneously, each with their own login. A login can be made from a
variety of devices, as illustrated below.

Tip: If you are uncertain which version you have, check on the top menu, under Help --> About ClientTracker

Listed devices are supported unless otherwise noted. These do not have a full OS capable of performing all the functions in ClientTracker, e.g. printing. The interface is limited by the device's OS, and may change over time, and is not the responsibility of Ginkgo Software or ClientTracker.

On of the best features of ClientTracker cloud, is the ability to access ClientTracker from any location that has access to the internet. All you need, is to set up your device with access to our server. Once that it is place, see directions for your device above, you will be able to access from just about anywhere, again, as long as there is dependable internet.

The same ClientTracker program is available in two ways: a single-user desktop version, and a single or multiple-user cloud version.

ClientTracker Desktop
– This single-user software program is installed on your computer. The data
resides on your computer’s hard drive. It can be used by one user at a
time.

ClientTracker Cloud
– Multiple users access ClientTracker from almost any computer
or device. Your data resides on a HIPAA secure server “in the cloud,”
and you use free remote connection software to connect to it. Multiple
logins can be made simultaneously with their own login. Each login can be made from a
variety of devices, as illustrated below.

Tip: If you are uncertain which version you have, check on the top menu, under Help --> About ClientTracker

Every ClientTracker Cloud account has at least one login. This could be any person who logs on using your assigned login. You can have as many simultaneous logins as you like.

Single-User = An account with only one login

Multi-User = An account with 2 or more logins

A Single-User account can use multiple devices to connect to your ClientTracker Cloud via your single login. Each device must have the remote connection software installed, and use an adequate Internet connection. Only one device can use the login at a time.

A Multi-User account can have as many devices as you want accessing your ClientTracker Cloud simultaneously, each using a different login. Each login can be used by only one device at a time. If a second person signs-in with the same login, the first person using the login will be disconnected.

In order to save changes to your data properly, no two users can access the exact same record at a time. ClientTracker Cloud is a database composed of records – for example, one client is a record, one invoice is a record, one appointment is a record, etc.

Tip: Use Ctrl+S to "save" a record when you're done with it, which will make it available to others.

When two users try to access the same record at the same time, ClientTracker displays a warning message, "Guest user is modifying the record, you cannot edit the record until they are done. Please, wait until they exit the record". The second user has to wait until the first user is out of the record before she can make changes to that record. When your cursor is in a field, or you have clicked to make a choice, you are “in” the record. To get out of the record and save what you entered, click anywhere outside a field in a blank spot that has no action, aka “negative space.”

Conflicting simultaneous actions that may trigger a warning include:

Using a QuickFinder in the footer of the same List screen

Using a pop-up QuickFinder for the same thing

Entering preferences in the Settings area

Selecting a new line item on an invoice (even if different invoices)

Creating a report

Using a Find button in the same area

Tip: The best habit by far is to get out of a record as soon as you are done with it.

If
you use keyboard shortcuts on your Mac, using the Command key won't work in
ClientTracker Cloud because it's a Windows server. For most equivalent
keyboard shortcuts, simply use the Ctrl key instead of Command.

If you use the numeric keypad, hit NumLock on Windows or Clear (on a Mac keyboard) to activate the number pad every time you log in.

The
following chart is copied from Wikipedia for your convenience. The
original can be viewed by visiting the Wikipedia website.

Many
font symbols can be entered via keyboard shortcuts. For example, if
your keyboard has a number pad, the temperature symbol (i.e. °F) can be
typed with Alt + 248. Other symbols can be found with a simple Google search, e.g. "How do I type ____ with a windows keyboard shortcut?"

To see an online PDF table of many shortcuts, copy and paste this URL into your browser:http://usefulshortcuts.com/downloads/ALT-Codes.pdf

Be sure to press "Num Lock" so your number pad is active.

ClientTracker
simply receives text that you type - you will be able to enter data
more efficiently when you take the time to find and learn the method for
typing what you want with your keyboard.

1.
The error message "FileMaker has stopped working" happens at the time
ClientTracker is logging on and looking for an Internet connection. Just login again.

2. If you only have one login and get The error message “___[guest] is using this record...” indicates you were still logged in and the cursor was in a field locking the record from your previous session. This also points to a poor Internet connection, and can affect printing. If you have multiple logins and get that message, it is more likely that two of you are trying to access the same record at the same time.

3. Temporary Connection Issues Can Result From

An "Internet storm" of high traffic in your area

Intermittent and temporary disconnections from the Internet

Wireless interference from other wireless devices

ISP or router malfunction

Computers going to sleep - make sure all devices are set not to sleep, which disconnects

4. Don’t Let Your Computer Sleep On the Job!

Set
your computer to NOT go to sleep - this is a power-saving feature on
your computer that will disconnect your Internet and can cause delays
when you want to use ClientTracker Cloud.

In Windows, this is found in the Control Panel, under Display

In Mac, look in System Preferences - Energy Saver

5. Insure your computer's operating system updates are up-to-date. Strangely, this can make a difference. After your computer does updates, remember to check to make sure that the update did not revert your sleep settings to go to sleep. This happens on both Mac and Windows

Know Your Internet Connection

It's
a good idea on your end (even if it was not the problem), to learn more
about all things related to your own Internet connection at your
office, so you can troubleshoot it, which we can't do from here. Some
of these things of course may not be available if your Internet truly
goes down, but they are usually available with intermittent disruptions
in service.

Bookmark/write down your ISP provider's Help pages, phone numbers, and how to check for service issues

ClientTracker
Cloud is designed to "know" your local default printer and work seamlessly with it.
The way it knows this is by reading your local computer's printer
settings in the operating system. If your settings are off, this may confuse how ClientTracker
Cloud connects to it.

Things to Check

Can you print from other programs? Is the printer plugged in, and does it have plenty of paper, ink, or toner?

Do you have the most current printer driver installed on your computer? Check the manufacturer's web site periodically.

Is the target printer set as the default printer for your system? ClientTracker Cloud looks for the default printer. If you move your computer to a new location, set that printer as the default in your operating system.

Does
the printer have a backlog of print jobs in its queue? Open the
printer interface and check, and remove any old print jobs.

Do
you still have old, unused printer drivers installed? This may confuse
the cloud connection. Uninstall any printer drivers you are no longer
using

Mac users, turn off advanced printing. You can do this by choosing to print something, click Click Print then Print again in the print preview palette. Then click Properties and Properties again then choose Advancedprinting. Once you click that, you will see a list of options, towards the bottom of the list is AdvancedPrinting Options, it may say "Enabled" if it does, click it and change it to Disabled

If you check the above, and are still unable to print, please contact Ginkgo Software Support.

Your Internet Up/Down speeds (as shown on our IT Survey) represent the speeds that are available to you with a full connection. Obtaining a full connection depends on many factors, including your computer, router, modem, and other hardware. Other factors that may reduce the quality of your connection include competition (others using the same connection), interference, and local Internet outages or service interruptions.

Speed Matters!

What
you see in your browser in terms of speed is different than how the
quality of your Internet connection can affect ClientTracker Cloud. The
cloud server is checked several times a day, and is kept running in
tip-top shape. That’s only part of the picture! More important by far
is your own Internet connection, which is out of our sphere of influence
and support.

It All Starts with Your Computer

To
maximize the benefit state-of-the-art technology like ClientTracker
Cloud, it is wise to have the latest equipment. A computer that is more
than 2 years old is a liability in technological terms, as newer models
are equipped with faster processors, more memory, and - most importantly
- the advanced technology required for working with the Internet.
Browsing and using Facebook demand very little of your computer's
speed. Exchanging information with the Cloud for your business requires
the best machine you can afford... and it's tax deductible!

If You Experience Slow Performance

First, check your own Internet connection.

Ensure you're getting a clean connection. Stop any ongoing downloads, and shut down any programs that may be using your connection, such as peer-to-peer software.

Reboot your modem and router.
It's the stock advice, but it solves an astonishing number of
problems. Turn them both off and wait 30 seconds, then turn just the
modem back on. Wait 15 seconds, and turn on the router. Wait another
minute or so, then reboot your computer.

Simplify the picture. If you're using Wi-Fi to connect, try using a wired Ethernet connection to eliminate the possibility of wireless interference.

Contact your ISP. Maybe they are working on your service, or would be able to reset your modem remotely from their service center. ISPs usually provide the cheapest mass-produced modems possible. If slowness persists, often having the ISP replace a faulty modem can help tremendously.

Extreme
slowness is very unusual, and should be addressed as soon as possible.
Our cloud server is very consistent, so usually the only variable is
your Internet... the "up" speed is affecting what you type (from your
keyboard to the file in the cloud), and the "down" speed affects the
process of moving from one screen to the other. This is a different
sort of connection than a web site in your browser.

IMPORTANT: Your connection hardware - or how you physically connect to the Internet - is your responsibility. Ginkgo Software does not provide support for your hardware systems. This information is provided as a guide only.

How to Reboot Your Modem & RouterThis simple procedure solves an astonishing number of
problems. Turn them both off and wait 30 seconds, then turn just the
modem back on. Wait 15 seconds, and turn on the router. Wait another
minute or so, then reboot your computer.

ModemThere is often a "reset" procedure or button on a modem. When performance is poor, the modem may need to be reset. Consult the manufacturer's user guide, or other information provided by your ISP. If the modem is provided by your ISP, often they can reset or "reboot" it from their service center. In some cases, the ISP may physically replace a faulty modem.

RouterThe router is literally a "bottleneck" in your wireless network. If there is too much traffic, it may drop "packets" of information in an effort to serve all the demands on the system. It is wise to have the best router you can afford to ease this bottleneck. We recommend an N router. Do not buy anything that is under $100. SonicPoint, Lynksis and Netgear have quality N routers. Check the online reviews for routers, and look for one that can handle more than your traffic needs.

ComputerWindows - Check Your Ethernet or Network Interface Card (NIC)

The
Internet often seems like “magic” when you can walk around your home or
office with a laptop and connect to the entire world! The place where
your computer connects wirelessly is called the Network Interface Card
(NIC) in Windows. This device may be built in to your computer or an
external plugin, and it can get run down, outdated, or crossed up. With
average computer skills, you can check this critical device
performance.

The
easiest place to check your Mac’s wireless performance is in
Applications/Utilities/Network Utility. If your Mac is older and
doesn’t have this, chances are it’s outdated anyway. Wireless
technology changes rapidly! Make sure you have the most up-to-date
drivers and information from Apple.

Tip: Hold
down the Option key and hold down the mouse button over the Wifi
strength meter in the Menu Bar. This tells you channel, signal strength,
address of base station, speed, and a few other tech tidbits.

Wireless is becoming the norm in many small and medium sized offices and it is an effective means of data transmission. For most purposes wireless communications are good enough but in the case of remote access software or database software it can run into some problems.

The reason comes down to packets.

When packets are sent across the internet the receiving machine knows how many to expect prior to putting them back together. This is needed to ensure it waits until all pieces are gathered and requests the host machine to re-send them until all are received.

A wired connection allows for a constant stream of communication and unless some type of interference exists on the connecting lines the amount of packet loss should be negligible.

A wireless connection sends the packets out over radio waves that do run into interference. This results in wireless data transmission being on average a bit slower than wired. Exceptions exist and are beginning to grow as wireless technology improves but generally speaking a wired connection will always be fast because less chance exists for packet loss. How wireless is beginning to bend the curve is by broadcasting more faster rather than resolving the packet loss issue at its root, meaning finding a way to ensure the packets sent are received.

What does packet loss look like?

When your screen is beginning to load and it hangs or has to reload many times prior to showing the entire page, that is an effect of packet loss. Pieces of data are missing and therefore the screen takes longer to load.

What does low download speed look like?

With a low download speed your page loads, whether in remote software or internet browsers would slowly draw the screen line by line, if you remember the effect of dial up this is what it looks like and would look like.

What does low upload speed look like?

Low upload speed can be a bit trickier to see since some of the effect can be low download or packet loss but a low upload means the information you are sending to the internet will be moving more slowly. In a remote software you would notice delay or a lag in what was being done versus what you are seeing. In a webpage you may notice a delay in how it responds when typing, a delay in searching or a delay in the time it takes to put in the letter you just typed shows an upload speed issue most likely...unless it is packet loss, of course.

If you have more than one login for your ClientTracker Cloud, you can have more than one person using the program simultaneously. One of the areas in the program where multiple users are likely to "bump into each other" is the Calendar.

Tip: Use Ctrl+S to "save" a record when you're done with it, which will make it available to others.

The Calendar has a Graphical column display where appointments appear as if they are in an appointment book. This display needs to be refreshed regularly. The List Views do not need to be refreshed.

When you make or edit an appointment in ClientTracker, it saves the appointment so the user who made it can see it immediately. Other users will see a bright yellow message at the top of the screen: "Click to Refresh Calendar." This has been provided so you can refresh the Calendar when you need to, and not have an automatic refresh disrupt what you may be doing. The refresh action usually takes only 2-5 seconds.

When you click the message, "Click to Refresh Calendar," the message will disappear and any new appointments will appear on your screen.

Tip: It's wise to refresh whenever you are looking to make a new appointment, so you can see what slots are available.

There are several places in ClientTracker where you can upload a file, graphic, or image to be linked to your ClientTracker records in the cloud.

When you do this, the original file stays in your local computer system wherever you found it

Only a copy is uploaded to the Cloud, where it will behave the same

If you unlink or "delete" a file in the Cloud, it does not affect the original file that stays on your local computer system

NOTES:

If you have upgraded from a desktop version of ClientTracker, and had linked files in your Files-Photos folder, contact Ginkgo Support to have them moved into your Cloud file.

The first time you locate a file for any feature will establish where ClientTracker looks first in the future. For best performance, establish one source folder on your computer to store files to be copied and used in the Cloud.

How to Find and Link a File from the Cloud

When you use one of the features below, a "File Browser" window will open that allows you to locate any file on your local computer and use it in the Cloud.

Look for a blue "Network" icon in the left panel or the top of the Browser. Then choose TSClient and TSClientC.

When you click, it will expand to show the name of your hard drive. Most commonly, this will be called the "C" drive, followed by the name you have assigned to your computer, e.g. "C on John XPS." Double-click the name of your computer, and your local folder structure will appear in the Browser. Browse to the file you want, and double-click to use it.

Tip: You can see the files displayed in various ways. Click the View As icon near the upper left of the Browser to select a view.

Tip: Use the Back button on the upper left corner of the Browser to go back to where you were before. If the Back button doesn't appear, use the "navigator" drop-down arrows in the top "address" area, as shown below.

This QuickStart Guide will help you quickly install, configure and become familiar with the basic functions of ClientTracker software. ClientTracker is published and copyrighted by Ginkgo Software, at www.ginkgosoftware.com

The installer runs like any program. A ClientTracker shortcut or alias will be placed on your computer's desktop. Click this to open the Demo.

When the program opens, click the Try Out button to try out ClientTracker. Other choices are:

Register- Click if you have a new Registration Code, after having used Demo Mode before.

Purchase- Naturally, we hope all who try out ClientTracker in Demo Mode will purchase the full version of the program! If you have any questions about purchasing ClientTracker, visit our web site at www.ginkgosoftware.com, or contact us at info@ginkgosoftware.com.

Note: While in Demo mode, you can test almost all features. You are limited to entering 10 new clients, 30 new appointments, and 10 new invoices. Printing is disabled, but the Floating Preview Palette shows how a printout would look.

HURRAY! All data you enter can be saved when you register. It is your choice if you want to keep it or not. All the Demo data will be deleted when you register.

Demo Mode contains enough sample data to show how your practice can use ClientTracker's features. You can add or edit data (within the restrictions noted above).

Note: Some Demo data is set up differently than it will appear after you register. See Demo Data below for more info.

The following parts of ClientTracker are set to work differently in Demo Mode, to give you a sense of how some of the features work.

New Clients and Communications Templates

Communications Templates can be set to "auto-create" when a new client is created. This can be useful, for example, to generate forms or other communication that your practice would like to make sure new clients read or sign. These Communication templates are set to auto-create in Demo Mode:

Receipt of Privacy Practice

Consent to Treatment

Welcome

Photos and Files

Files can be linked to ClientTracker, including digital photo files. These can be linked to the Client record, or SOAP Note. To demonstrate this process, the main ClientTracker folder installed on your computer has a sub-folder called ClientTracker Files-Photos. This is a built-in place to put all the files linked to ClientTracker. You can move this folder elsewhere or you can choose your own folder location as well.

Double-click on the file you downloaded to start the installer. We recommend installing it to the default location. When the installer has completed, double-click on the ClientTracker icon on your desktop.

This is the full version of ClientTracker. It has almost all the functions. When you purchase, you will receive a registration code and have the option of keeping all the data you entered while trying out the software.

Follow the instructions to update your System Preferences before downloading the installer.

The installer window may open on its own after the download is complete. If so, skip to step 4.

Go to the folder on your computer where you first downloaded the package. Find a file called ClientTracker.dmg.

You will see a window containing a folder called ClientTracker. Drag the ClientTracker folder to your Applications folder. To make the icon appear in your dock, open the ClientTracker folder and locate the 'ClientTracker' file with the round green icon. Drag this to your dock.

Once you have purchased ClientTracker and received your registration code, go to the Settings area at the bottom of the Program screen, and click the Register ClientTracker link.

This takes you to a screen where you enter your practice name and registration code. These must be entered exactly as they appear in the email you received after purchasing ClientTracker. We recommend that you copy and paste these items from the email to the boxes on the Registration screen for accuracy. Be sure there are no extra spaces or other characters or it will not work.

STEP 1 - Enter your Practice Name and Registration Code exactly as you received it in your registration email.

Note: Be careful of the differences between the letter "O" and zero, and the letter "I" and number 1.

STEP 2 - Set the starting number of your invoices (this can only be done once).

STEP 3 - Enter the name of one practitioner and one room to start.

That's it! You can now begin using ClientTracker as a registered user. Next, you will see the QuickStart Tips screen. To learn more about this and get off to a smooth start, see QuickStart Guide> QuickStart Tips.

IMPORTANT:
Your license allows you to install ClientTracker only on up to 2
computers. Multi-user access (i.e. sharing data between multiple
computers) is not supported in the desktop version. If you install on 2
computers they will have separate sets of data. Installation on a network or server is not supported.

After successful registration, you have the opportunity to enter optional passwords to protect your data to prevent unauthorized access to your data.

Set an Administrator password to limit access to ClientTracker.

Set the Staff password to allow others to access ClientTracker with limited privileges.

External Backup - For the safety of your business-critical data, it is imperative that you create a verified external backup regularly to safeguard against fire, theft or or damage to you computer. The Additional Backup above can serve this imperative; however, many people also like having a physical backup on a flash drive or external drive. See Security & Backup> Backup Your Data>External Backup - Manual Method & Fire Drill for more info about how to do this.

UPS Power outages can shut down your computer while ClientTracker is on and cause corruption. To protect against this and the time it takes to repair or restore your data, get an Uninterrupted Power Supply. See Security & Backup> Power Issues for information.

Some features in ClientTracker are dependent on your own computer environment:

A working Internet connection must be enabled to

send email using ClientTracker, you must have a working email program or service provider

view the web site of a Clearing House

Auto-notification of ClientTracker news

See this ClientTracker Manual

Note: You may need to set your firewall to allow ClientTracker to access the Internet. Consult the documentation for your firewall program. Access to the Internet is not covered by ClientTracker support.

QuickStart Tips can be accessed from the Settings or Registration areas
by clicking the button. These tips will help you have a smooth start
using ClientTracker. The tips assume that you have registered and have
had all the Demo data deleted - starting with your own copy of
ClientTracker.

Note: The deletion of
Demo data when you register does not change any of the Program Settings
or Practice Information you may have already entered in the Settings
area. If you have valid data there, you can use it going forward or
change it as you see fit.

Tip: To access Start-up Tips anytime, go to any Settings screen and click the Start-up Tips button at the bottom of the screen. The Start-up Tips screen has an additional link where you can Take a Tour of ClientTracker, and see the main areas and features.

From the QuickStart Tips layout, click Take Me There to view and edit your practice information. From most other screens in ClientTracker, click the Settings icon at the far right of the Functions Bar. For more info see Settings> Practice.

Address - Enter your practice address and other info. For this to show on print headers, go to Programs/Print and click the Reset Address button.

Sales Tax Options - The default settings are for no sales taxes. If needed, set the sales taxes that will be applied to products and/or procedures at your practice. For more info see Settings> Practice>Sales Tax Overview.

SOAP Templates - If you want to use ClientTracker's SOAP Notes, they will all be created automatically from the built-in System Default SOAP Template when you first start using ClientTracker. You can edit this Default template, or create additional SOAP Templates for various types of client visits, and designate any of them for use to create SOAP Notes for different types of visits and practitioners. For more info see SOAP Notes> SOAP Templates.

Note: SOAP Templates can be set up in advance with diagnoses, procedures, and products that will show up on the invoice generated for a client visit. By doing this, even if you don't use ClientTracker's SOAP Notes, you can create templates for invoices.

Referring Providers - As you get clients referred to your practice from other providers, you can create a list of them and generate thank you letters. For more info see Settings> Practice>Referring Providers.

ClientTracker has many ways in which you can customize how it works for you. We recommend you take a few minutes to review the entire Settings/Program area to get familiar with the available settings, and decide which ones will need to be customized for your practice. Or you can scan this section and go to just those that interest you.

From the QuickStart Tips layout, click Take Me There to view and edit the Settings/Program area. From most other screens in ClientTracker, click the Settings icon at the far right of the Functions Bar; then click the Programs tab. from there, select a subtab to view specific settings.

Calendar Defaults - Designate Appointment Duration, Calendar View, and your Time Zone, and choose which screen to show when ClientTracker is opened. For more info see Settings> Program/Defaults>Startup Screen.

Also on this tab, optionally "archive" old invoices (i.e. display only those after a certain date), show the client's account balance on their screens, use the Register, or add notes and/or terms to printed invoices. For more info see Settings> Program/Financial>Payments on Invoices.

Print Subtab

Set up how printed headers and footers appear for Reports and printed communication. For more info see Settings> Program/Print.

Utilities Subtab

Enable and manage backup of your data using the Local Backup utility.

Set the default file path for Files & Photos linked to ClientTracker records.

Value ListsSubtab

Set up and manage lists of values that are meaningful to your practice. These "Value Lists" are used throughout ClientTracker as drop-down lists and pop-up menus, from which you can quickly select a value to speed up data entry. For more info see Settings> Program/Value Lists.

Diagnosis Codes and Procedure Codes - ClientTracker is shipped with standard diagnosis (ICD-10) codes and procedure (CPT) codes used for billing. To customize these lists, click the respective tabs in the Settings area, and see Settings> Diagnosis and Procedure Codes for more info.

Calendar - Check to make sure your active practitioners and rooms show up on the Calendar, get familiar with the different views and ways of finding a date, and practice making a few appointments. See Calendar> The Calendar Area for more info.

Insurance - Enter the companies you know are being used by your clients, and assign Clearing Houses as needed. As you create client records, you will look up Insurance Companies to create polices for clients. See Insurance & Billing> Clearing Houses for more info.

Vendors - Enter the companies that are selling products to you. You may also want to set up office charges - using "vendors" as categories - or edit the ones already provided by ClientTracker. See Inventory> Vendors for more info.

Inventory - Create a list of any products sold by your practice so they will be available to put on invoices. Assign Vendors, set up beginning and reorder levels, and designate sales tax. See Inventory> Inventory Setup for more info.

Email Appointment Confirmation - If you want an email to be sent to the client when an appointment is made, go to Settings/Program/Defaults. See Calendar> Appointment Confirmations for more info.

Communication Templates - If you want any communication to
auto-create for new clients, go to Reports/Templates
& Marketing and check the "Auto" box in the template row. See Communication> Templates & Segments for more info.

SOAP
Templates - If you want to use SOAP Templates as an option when
filling out a SOAP Note, set these up by clicking the SOAP Templates
button on Reports/Templates & Marketing. See SOAP Notes> SOAP Templates for more info.

Practitioner Designated SOAP Templates - If you would like to
designate SOAP Templates for use by certain
practitioners, go to each practitioner's Detail screen (from the Settings/Practice tab) and assign the template
for Initial and/or Subsequent visits. See SOAP Notes> SOAP Templates>Default SOAP Templates for Practitioners for more info.

ClientTracker is set up intuitively with many areas and places to perform tasks. Chances are, you have explored these in demo mode, or have used a similar program before. This section lists where to find more information. To see what to do first after installation and registration, see QuickStart Guide> QuickStart Tips.

Take a Tour of ClientTracker

On the Start-Up Tips screen is a link, Take a Tour of ClientTracker, which opens a pop-up window with Back and Next buttons that show you a few highlights of the program.

Control Panel - These icons perform different functions, depending on which area you're in. In the example above, there are functions for New Client, Find Client, Clients List, Print, and Manage Families.

Back & Forward Buttons - If you get lost, or want to return somewhere where you just were, use the Back and Forward buttons, which function just like a web browser.

Note: The Back and Forward buttons retains any lists and sorts you were working with, and will also return you to any tabs that were open on a screen.

Record Navigator - This shows how many records you are looking at in a set, called the "Found Set" in this manual. Clicking the First, Prev., Next, or Last buttons in a List screen moves you up or down the list. In a Detail screen, you see the different records like turning the page of a book.

Each main area of ClientTracker having multiple records will show them in a List screen. Use the main window scroll bar or the Record Navigator to move up and down through the records in the list.

Current Record Highlight

On a List view, the currently selected record is highlighted by a yellow box around the row.

Portal List

A smaller list of records is called a "portal" because it is looking at records related to a single, main record being viewed - for example, the portal of Phone Numbers for each client. These usually have small scroll handles on the right for viewing all of the portal list.

Sort Records

The records of many portals and List screens can be sorted by the contents of the columns. Click the column to toggle the sort by ascending or descending, depending on whether the data is text, a date, or a number. To undo all sorts, hold down the Shift key and click the column.

Tip: A sortable column is noted by a small 3-bar graphic to the left of the column header. Many List screens are sorted automatically by name.

Found Set

In any List screen, the current set of records is known as a "Found Set." This can be modified by performing a Find, using the QuickFinder (if available), or omitting a record temporarily from the visible list. (See below.)

A small version of the QuickFinder appears as an orange-bordered field with a magnifying glass next to it (see above). It appears on full screens and pop-up windows.

Type any information into the field, or pick a category from the drop-down list, and the portal of available choices will adjust to show records matching what you entered. This method is used to select one record; for example, finding one client or adding a procedure or product to an invoice.

QuickFinder - for finding one or more matching records on a list screen

A bigger QuickFinder is in the footer of most List screens where a large
number of different records are expected, for example, the Diagnosis
Code screen. This creates an instant "Found Set" of records in
response to information entered into its fields - including powerful
"Search Operators." The resulting set can be worked with in many ways.

Click the Find icon in the Control Panel of an area to access a more detailed method of finding a group of records, or even just one.

In a Find screen, you enter one search criterion, or a combination of criteria, and click Continue. The results of the search are displayed on another screen, usually a List. This method is also used to generate reports, and can be used with "Search Operators."

A "tooltip" is a brief message that pops up when your mouse hovers over some fields or objects in ClientTracker. A tooltip lasts for about 5 seconds, and informs about a choice, or displays more information about the field.

The contents of tooltips cannot be copied, pasted, or held open for longer than the 5 seconds. To see it again, move your mouse away and back again.

Note: This list is provided as a guide only. Insurance billing requirements may differ in your area. If you follow all these steps, you will be ready to bill insurance companies for services provided to patients, which are called "clients" in ClientTracker.

You may also want to review our 6-part video series, "ClientTracker and Insurance," which is available via the Video Library page on our web site. These are more detailed than what you see here; however, you may also find the links below to be useful additions to the videos.

2. Enter practitioners and their insurance address, NPI, Social Security or EIN number, license number, and other 1500 info. See >

This will be for Box 24j, 31, and 33 of the 1500 (as needed)

3. Create a clearing house account (outside of ClientTracker) and set up the company information. A few popular clearing house records are already entered in ClientTracker. See Insurance & Billing> Clearing Houses

8. Create 1500 claim forms as invoices for client visits, and all the above information will automatically transfer to the proper boxes. See Invoices & Payments> 1500 Invoices

Once a clearing house is set up and assigned to insurance
companies, and some 1500 invoices (i.e. claim forms) have been created
for clients having a policy with these companies, then you are ready to
create and send an E-Billing
batch file. Some practices do this weekly, some even more
frequently. The process involves two steps:

This online documentation is intended to help you become familiar with the basic functions of ClientTracker software. ClientTracker is published and copyrighted by Ginkgo
Software, at www.ginkgosoftware.com.

The Table of Contents (TOC) runs along the left side of the web
page. Click on a chapter to expand it and show sections within that
chapter. You can open more than one chapter in the TOC by clicking the
small plus [+] symbol next to each chapter. Click a section to
display its details on the reading panel (right side) of the screen.

Throughout the online documentation or "User's Manual," you will see
many links to see more information about a certain topic, like those
shown above. Click a link to quickly go to that part of the manual.
In some cases, you will have a link to return, but you may find it
easier to return to where you were by using the TOC or clicking the Back button on your browser.

After using a link, clicking the Back button on your browser returns you to the last section viewed.

When using the TOC to navigate, clicking the Back button on your browser also returns you to the last section viewed.

At the end of each detail, or topic, in a section, there is a Back to Top link that will scroll the reading panel of the web page back to the top, or beginning of that section.

You can always use the Back and Fwd buttons on your browser to see other pages in your current session.

To find information by keywords, type one or more words into the search field and click the Go
button. A summary of details matching the search will be displayed,
with a link to each detail just above. Your options are:

Click a link to go to a detail displaying a match

Click < < Manual at the top left to return to the manual and abort the search

If no match was found, click try again to go back and try a new search, or use the Back button on your browser

Tips, Notes, and Warnings

Throughout the online documentation, you will see special information in colored boxes. A "Tip" is a suggestion about making ClientTracker easier to use, for example:

The Online Manual is available free to anyone without a support plan.
This includes the right to make an offline copy, PDF, or printouts of the Manual as
needed, using your own software tools. We do not provide a PDF or other file copy as a standard, because
the manual is changing and improving all the time. The online method of
providing documentation has become the industry standard for software.

Note: To make an offline copy, you will need Internet access to the Online Manual, even if only temporarily. Without a Support Plan, Ginkgo Software does not provide any files, shortcuts, or assistance for making an offline copy, other than the information below.

Tip: Having a Support Plan is a useful way to optimize your ClientTracker experience. We will be happy to provide a copy of the manual that can be viewed in your browser, IF you have a valid Support Plan.

Save As an Offline Copy(easiest)Using your Browser software (usually under "File" at the upper left), you can save save the Online Manual as a "Complete Web Page" in most browsers, so you can open it and read it offline. Check your browser's Help pages.

Tip: Save it from the title page: http://www.ginkgosoftware.com/documentation/

Warning: Links embedded in the manual will not work offline. Use the Directory on the left to read the entire manual in offline mode.

Printing the Manual

As the
ClientTracker Manual is online, you can print any section by using the
Print button on your browser. This will print everything you see in the
one section.

Making a PDFIf you have the software to print as a PDF, you can try this when printing. Or, with more sophisticated PDF software, you can save an entire web site as a PDF.

Note: The above options are explained in your own software's Help pages, and are not part of ClientTracker or our support.

Warning: Links embedded in the manual will not work in a PDF. You will need to scroll through the pages or make your own bookmarks to read the entire manual in offline mode.

The ClientTracker software and manual use terms that may already be
familiar to practice management software users. To assist in
understanding important concepts, we offer a limited glossary below. Words in blue are defined in this glossary.

Ad Hoc - A manual data entry that bypasses a Drop-down List, and does not become part of the Value List for that Field.

Area - A group of several screens about the same type of Record, e.g. the "Clients Area."

Button - A clickable object that looks like a button, which executes an action. The names of Buttons are Green in this manual.

Chart Note - See SOAP NoteComm Panel - A group of four or five Buttons that will access the Communications Module.

Control Panel - The left side of the Functions Bar in a specific area.

Detail Screen - A screen with the most information about a Record.

Dialog or Message Box - A pop-up gray box that requires a response from you.

Drop-down List - A Value List that opens when a field is clicked; from which to select an entry. You can also enter an ad hoc value by clicking the field a second time.

Field - A place to type or enter data in ClientTracker.

Find - The process of searching for Records by specified criteria.

Found Set - A set of Records resulting from a Find.

Functions Bar - The main horizontal panel of Icons located at the top of most screens.

Icon - A large Button with a graphic, which performs an action or navigates to another Area.

Insured - The policyholder of an insurance policy (may be someone other than the client).

Line Item - An item that appears in a Portal on an invoice as a diagnosis, procedure, product, or payment.

Link - In ClientTracker, this is appears as an underlined blue link that acts like a Button, and usually performs an action. In this Manual a ClientTracker link is represented in bold blue so as not to be confused with links to other parts of the Manual.

List Screen - A screen showing a Found Set, or list of records arranged in rows.

Main Menu - The gray, horizontal menu of ClientTracker functions, e.g. "Edit" or "Help." Clicking a menu item opens a submenu of choices.

Navigation Panel - The right side of the Functions Bar, composed of seven navigation Icons that, when clicked, will take you to another Area of ClientTracker.

Payment On Account - A pre-payment, or payment made by a client or insurer to be applied to existing charges or retained as a credit.

Payment Palette - A group of Fields and Tabs for use in entering a payment

Pop-up Menu - A Value List that pops up when a field is clicked, and offers a menu of choices including "Other..." as a way to enter a value that becomes part of the list.

Pop-up Window - A small ClientTracker window that opens on top of the screen you were on. It may be moved, but requires and action from you to close it.

Portal - A small list of records and information related to the current record, which often have actions associated with them.

Posting - An action that transfer "funds" from a Payment On Account to pay an invoice or an adjustment to an invoice.

Print Palette - A small Pop-up Window that opens each time something is printed, with a set of Buttons and controls to preview, print, or cancel the print job.

QuickFinder - A type-ahead method of finding one or more matching records in a Portal or list of records. Available as a Pop-up Window to select a single record, or at the bottom of List screens that have a lot of records.

Radio Buttons - A set of clickable small circles that will select only one from a choice of values

Record - A single unit in ClientTracker, such as a client, company, or communication.

Record Navigator - A small panel of buttons to move to the first, previous, next, or last record in a Found Set.

Scroll Bar - A small handle that slides in a vertical bar on the right edge of a Portal or the main window of ClientTracker to show additional items.

Search Operators - Symbols that can be combined with text, dates, or numbers to express dynamic search criteria in an Advanced Find; e.g. ">100" or "John *smith."

SOAP Note - An acronym for Subjective, Objective, Assessment, and Plan, which are the main tabs of the SOAP Note; used in ClientTracker to record clinical info from a client's visit.Sort - A temporary rearrangement of the order of records in a Found Set, e.g. alphabetical order of clients.

Tab and Subtab - A set of layered panels with clickable tabs that display the contents of the panel. A subtab is a set of tabs within a tab.

Tabbing - The act of moving from Field to Field on a screen by using the "Tab" key on your keyboard.

Third Party Payer - A company or other person who makes a payment on a client's charges.

Value List - A list of values that can be entered in a field by means of a Drop-down List or Pop-up Menu.

If you have repeated "slow" experiences with ClientTracker, this may be due to the overall speed of your computer... even if other programs seem to be working properly. The Minimum System Requirements are at least 2.0 GHz processor speed and 1 GB RAM. This is average speed for a computer nowadays... a faster processor and more RAM are always helpful. We strongly recommend at least a 2.66 GHz processor, because this has more to do with overall program speed than the RAM, although 3-4 GB of RAM is recommended if you typically run ClientTracker while other programs are open on your computer.

Often, if you are running other programs at the same time, they could be using processor speed or memory. If ClientTracker is a mission-critical program for you, it's best to allow it to run with the full resources of your computer at its disposal. Having a computer that's fast enough to run your business-critical software is a wise investment.

Things That Slow Down ClientTracker

Running a system backup - these should be scheduled for times when ClientTracker is not running. We strongly recommend shutting down ClientTracker every night so it can be backed up.

File Transfers - If you are uploading or downloading a file, this takes a lot of memory and will slow down overall performance.

Graphics and other programs - If you have fancy, graphics-heavy customizations for your desktop or OS, this can take a lot of memory to maintain. Basic desktop settings are recommended. Closing other non-essential programs is also recommended while ClientTracker is running.

Online connections - Some online functions can use a lot of memory. Just displaying graphic-heavy web pages, or having many tabs open in your browser can slow down overall performance.

Experiment with a Faster ComputerHere is an experiment to try: If you copy your the entire ClientTracker 4.0 folder (or download the Demo) to a flash drive or other portable USB drive, you could try this eye-opening experiment:

1. Take the USB drive with ClientTracker on it to a computer store (or a friend's new computer) and say you want to "test drive" on a new computer a program that is critical to you.

2. Plug in the USB drive and find the ClientTracker 4.0 folder in the new computer's directory.

3. Inside the Program folder, double-click the ClientTracker.exe program, and you will be able to run ClientTracker on the new computer and try a few things... like (state reported problem)

You may see how much faster the experience is on other computers!

Note: With some computers, running ClientTracker from an external drive (as in the experiment above) can slow down the program. If this happens, try installing the free Demo on a 2nd computer and compare the speed of the Demo vs. the speed on your other computer.

ClientTracker's Main Menu runs across the very top of the window, and has 6 choices:

File | Edit | View | Records | Insert | Help

Each Main menu choice opens a drop-down menu of additional choices;
explained below. Some menu choices offer keyboard shortcuts, e.g. Ctrl + C for Copy (for Macintosh, use the Ctrl or Command key). For more information about keyboard and mouse shortcuts
when working with ClientTracker, see Keyboard & Mouse Shortcuts.

File

Print Setup - This will let you
set program-wide print options, including choice of printer, etc.
Often, these settings would be overidden by ClientTracker print
settings for a particular printout. You also will see a Print Options
dialog when you print.

Quit (Ctrl+ Q) - Saves data entered and closes ClientTracker.

Edit (menu choices change as you work with data in fields)

Undo (Ctrl + Z) - Undo last action (not always available)

Cut (Ctrl + X) - Cut selection

Copy (Ctrl + C) - Copy selection

Paste (Ctrl + V) - Paste selection at cursor point

Clear - Clear entire current field

Select All (Ctrl + A) - Select all text in the current field

Spelling...

Check Selection

Check Record

Check All (Ctrl + Shift + Y)

Correct Word

View

Zoom In (F3) - Increases the screen display in the same sized window

Zoom Out (Shift + F3) - Decreases the screen display in the same sized window

Tip: You can also Zoom In and Zoom Out by clicking the scale buttons in the lower left corner of the main ClientTracker window.

Show All Records (Ctrl + J) - Displays all the records in an area;
wherever you are. For example, on a client's Personal screen, all
clients in ClientTracker would be added to the Found Set.

Tip: The total number of records
in the current Found Set can be seen in the Record Navigator, located
in the top Functions Bar on most layouts. Click the buttons to move
forward and backward through the records.

Omit Record (Ctrl + T) - Omits the current record temporarily from the Found Set.

Omit Multiple... (Ctrl + Shift + T) - Opens a small dialog, in
which you enter the number of records to omit from the current found
set; counting from the current record. This is useful for omitting a
large block of records from a sorted list.

Show Omitted Only - When you have a Found Set, it naturally omits records not in the current set. Choose this option to see all the omitted records, and choose it again to go back.

Note: Menu choices for Records
apply to the main record being viewed; not records in a portal. We do
not recommend using Record choices when a pop-up window is open.

Note: Macintosh users most of
the time substitute COMMAND (cloverleaf or Apple logo key) for "Ctrl"
for Windows. Some Mac keyboards also have a separate CTRL key that may
sometimes be used. Consult your keyboard or system documentation for
help.

Keyboard Shortcuts

Many keyboard shortcuts are available for Main Menu functions. See Main Menu for more info.

Windows:

Tab - Moves from field to field, from L to R, from up to down

Shift + Tab - Moves R to L (previous field)

Insert, Home, Delete, and End keys - function only when your cursor is in a text field

On long Detail screens (like the invoices), use these keys when your cursor is not in a field:

Page Up & Page Down - Scrolls up and down equivalent to the height of the window.

Shift + Page Up or Page Down - Scrolls L or R

Home - Scroll all the way up & all way to left

End - Scroll all the way down & all way to left

On List screens, some keys behave differently:

Home - moves to first record in the set

End - moves to last record in the set

Data Entry

Dates - Enter in M/D/YY format. If the date is in the current year, the year will enter automatically; e.g. 6/11 becomes 6-11-10.

ClientTracker formats dates as 6-11-10, but the system often shows the date as 06/11/2010 when your cursor is in the field. This is normal, and you can type dates with either slashes (6/11/10) or dashes (6-11-10) as is your custom.

Dollar Amounts - No need to enter a dollar sign, or a decimal if a whole number. For example, entering "100" will display as $100.00 when you exit the field

ClientTracker formats dollar amounts as $100.00, but the system often shows the amount as a whole number (e.g. 100) when your cursor is in the field.

Mouse Shortcuts

Note: One click is usually all
that is needed to select an item from a portal or QuickFinder. When
the cursor is in a data entry field, the double- and triple-clicks will
select text as usual.

Right-Click - Displays a small menu of options when the
cursor is in a field: Suggested Spellings, Cut, Copy, Paste Unformatted
Text, Insert (current date), and Export Field Contents.

Mouse Wheel - Scrolls through records in List screens or
portals. In List screens, the mouse wheel moves through the list of
records (i.e. scrolls the main window), without changing the active
record. In large text fields (e.g. communications), the mouse wheel
will scroll the text up or down.

ClientTracker allows you to set Admin, Staff, Practitioner and Reception passwords or use
no passwords at all. When passwords are used and you are logged in as
Admin, you have access to setting up and changing passwords, financial
reports, and invoice totals -- areas which are not available to those who log in with the other password.

After
successfully registering, you next have the option of setting your
passwords. If you don't want to set your
password(s) now, you can do it later. You can always change your
passwords at any time. Initial Setup of Passwords

To activate password protection: Go to the Settings/Program/Defaults tab. Click the Set Admin Password button, which is at the bottom next to your registration info.

Enter
an Admin password twice to confirm, and click OK. After the initial setting of the password(s), you will be logged in
as Admin.

Enter a Staff, Practitioner or Receptionist password by first entering the Admin
password; then enter the Staff, Practitioner or Receptionist password twice to confirm. After setting the additional password, you would need to quit ClientTracker and have the Staff
person login with the new password for the restrictions to take effect.

Changing a Password

You
can change a password at any time with Admin access, by clicking the Password Setup button on the Settings/Program/Defaults tab. On the Admin Setup screen,
click either button to change a password. You will be asked to enter
the current Admin password, and the new password (twice to confirm).

To
set ClientTracker not to use any passwords, leave the new password
fields completely blank, and click OK.

Note: If you remove the Admin password, the additional passwords will also be cleared automatically.

Opening ClientTracker with Password Protection

If
you have set any passwords, a Login dialog box will prompt you to enter
a password. ClientTracker will know what level of access you login with. Other
Login options are:

You can click Quit, and ClientTracker will close without any access.

You can click Lost Password and view information about how to contact Ginkgo Software for password recovery.

Recovering a Lost Password

If a you forget your password, click the Lost Password button on the initial Login dialog box. These instructions
on how to request a temporary password will show:

Reset, Help or Cancel

Call 877-727-6174

Click Reset to enter the Password Reset Code provided by Ginkgo Support

You will be provided with a temporary password. This will
allow you to login to ClientTracker, but will not provide any password
protection. You will need to set passwords again after recovery if you
want password protection.

The ClientTracker program has one main window open at a time. Additional, smaller windows may open as pop-ups.

Closing a window: During use of most programs, clicking on the red X (Windows) or dot (Mac) usually closes a window. ClientTracker has this function disabled. The only way to close a window is to finish the process if it is a small pop-up window. To exit the main ClientTracker window, completely Quit or Exit the program from the Main Menu.

Macintosh Computers Only

The Macintosh feature Expose allows you to change windows. You can use F10 to change window back to the main window (from the small pop-up). However, while you can change to the main window, as soon as you click anywhere on this new window, you will be brought back to the small pop-up to finish your task.

Tip: If your ClientTracker program window winds up off screen, one thing you can always do is go to System Preferences -> Displays -> Gather Windows, which should bring every open window back onto the screen.

Windows Computers Only

If your ClientTracker window winds up off screen:

First make sure you’ve
alt-tabbed to the window, or clicked on it once to bring it into focus.
Then right-click on the taskbar and choose Move.

At this point, you should notice that your cursor changes to the “Move” cursor, but you still can’t move anything.

Just hit any one of the arrow keys (Left, Right, Down, Up), move your
mouse, and the window should return onto the screen.

Tip: For keyboard savvy people, you can just alt-tab to the window, use Alt+Space, then M, then Arrow key, and then move your mouse.

Formatting text is possible only on selected screens. Whatever text you format in ClientTracker will print that way (if compatible with your system printer).

1. The SOAP Note detail2. The SOAP Template detail3. The Communications Compose screen (when writing a letter or form)4. The Communications Template detail, or Compose screen5. The Program/Print tab. for the header used for reports and invoices (in the Settings area)

When you are on one of these screens, an additional menu choice appears in the top, or Main Menu, called "Format." To format text, highlight what you want to format and expand the menu for additional choices.

Tip: Click the Text... choice at the bottom of the menu to open the Text Format for selected text dialog, where more choices are available.

Note: The choices are standard for text formatting. The best way to learn what options are available is to make a Communications Template or SOAP Template and try the different formatting options before using them.

Formatting a Paragraph

Click the Paragraph... button on the Text Format for selected text dialog to open the Paragraph dialog, where you can apply alignment, indents, or line spacing to the currently selected paragraph of text.

Tip: You can also use the Text Ruler to format indents and see where tabs are set in the current field. You must be clicked in the field to see the Text Ruler.

Formatting Tabs

Click the Tabs... button on the Paragraph dialog to set tabs for the currently selected paragraph.

"QuickClips" is a pop-up feature that you can access anywhere within
ClientTracker to insert text in a field. The clip is copied to your
computer's clipboard, after which you can paste it anywhere you enter
text by using Ctrl + V on your keyboard (Command + V for a Mac).

To access the QuickClips pop-up window:-- From the top menu, select QuickClips --> Open QuickClips-- FASTER: Press Ctrl + 1 (Command + 1 on a Mac)

Create
your own list of clips of any length -- short or elaborate, and
organize them by Category or check the Frequent box to make them appear
at the top of the list. The list sorts to put those marked Frequent
first, then it sorts by by Category, and then by the first letter or
number of the text.

Tip: Your clips can
be text formatted using the Format options in the top menu, and the
formatting will be retained during copy and paste.

To create a new clip, open the QuickClips pop-up and click the Create New
button. Enter the text and assign a Category if you like. The
drop-down Category list builds itself from values you have entered for
any clip. What you enter is saved automatically by ClientTracker.

Click << Return to list to go back to the Clipboard list.

Tip: To copy and use the new clip immediately, click Copy this clip and close pop-up

To edit any clip, click the small Edit link at the right of its row. Click the red button to Delete.

If you use keyboard shortcuts on your Mac, they won't work in ClientTracker Cloud because it's a Windows server. For most equivalent keyboard shortcuts, simply use the Ctrl key instead of Command.

The following chart is copied from Wikipedia for your convenience. The original can be viewed by visiting the Wikipedia website.

Many font symbols can be entered via keyboard shortcuts. For example, if your keyboard has a number pad, the temperature symbol (i.e. °F) can be typed with Alt + 248. Other symbols can be found with a simple Google search, e.g. "How do I type ____ with a windows keyboard shortcut?"

To see an online PDF table of many shortcuts, copy and paste this URL into your browser:http://usefulshortcuts.com/downloads/ALT-Codes.pdf

Be sure to press "Num Lock" so your number pad is active.

ClientTracker simply receives text that you type - you will be able to enter data more efficiently when you take the time to find and learn the method for typing what you want with your keyboard.

Clients
- This area is for finding clients, and adding or editing their
information. When you click this icon, a QuickFinder list of clients
is displayed, including basic information such as age, category, next
& last appointments, and phone. The clients area is discussed in
its own chapter, Clients> The Clients Area.

The Client Control Panel

You can also access the Client QuickFinder from all screens in the client area by clicking the Find Client icon in the Control Panel.

To add a new client, click the New Client
icon on the Control Panel. This pops-up a small window for you to
enter the client's name which checks to see if this person may already
be in ClientTracker.

After entering the name, click Create New
to insert this name into a blank client record where you can add all
the client's information, including contact information, referrals and
linked files, and even an optional photo of the client.

Clicking the Clients List
icon displays a list of all active clients in ClientTracker, initially
sorted in alphabetical order. You can change the sort order by clicking
on any of the column headers. Three other List views are available.
For more info, see Clients> The Clients Area>The Client List Screen.

When on the clients List screen, the Show All Clients icon is used to display all clients in ClientTracker (including inactive). This will replace the current found set.

Tip: To retain a found set of records, use the Back and Forward buttons to navigate.

Print

The Print
icon opens a pop-up Print Menu of choices - depending on where you are
- for printing client records in list form, their personal records,
reports, or just a set of labels & envelopes. For details, see Clients> The Clients Area>Client Print Menu.

When you open ClientTracker, the Calendar can be the first screen you see, if you have selected that choice on the Settings/Program/Defaults tab (see Settings> Program/Defaults).

You can choose which screens to view the Calendar. Your favorite can be set on the Defaults
tab above, and you can also use the View Selector to switch between
views from any Calendar screen. Each view can be modified to show all
appointments for that view, or just those for one practitioner (and
some for rooms, as well).

View All Appointments...

...as a List (i.e. all appointments in ClientTracker)

...for One Day as a List*

...for One Day by Practitioner - Column View*

...for One Day by Room - Column View*

...for One Week by Practitioner - Column View

...for One Month by Practitioner - Calendar View

*Available as a Defaults view choice

The Calendar Control Panel

The Calendar shows all appointments, time and duration, as well as
reminders. It first opens showing the current day's appointments and
allows you to easily move to any day to check upcoming or past
appointments.

Create Appointments

To create appointments or recurring appointments from any Calendar view, just click the New Appt or Recurring Appt
icon to open the a pop-up scheduling window. From there, enter the
client name, appointment date(s), time, and other optional info.

A pop-up window with vital information will open when any appointment is clicked on a Calendar view.

Just like appointments, a reminder can be scheduled at any time by clicking the New Reminder or Recurring Reminder
icon. Use this feature for any reason that is meaningful to your
practice. Reminders will show on all views and printed
schedules (except Month). Reminders can be made for one practitioner
or all practitioners.

Click the Today button as a quick way to return to your chosen default view to display the current day's schedule.

Calendar Area Tabs

Day - Goes to the last selected Day view; for the currently selected day.

Week - Displays the week of the currently selected Day in Column View.

Month - Displays the month of the currently selected Day in Calendar View.

Find a Date

Use the small "date selector" calendar to quickly
locate and display any date in the past or future. Simply click on a
visible date, or use the navigation bar to select a different month.
To locate a date directly, enter it in the QuickFinder just underneath.

Note:The Prev. and Next
buttons in the Control Panel will go to the previous or next day or
week; depending on the current view. The Month view has navigation
bars to go to the previous or next month or year.

The
Financial area shows a complete list of invoices for all clients. This
is a good way to view billing summaries from all clients without having
to look in each client's record, and is useful for spotting anomalies
such as unpaid invoices. If you have checked the box to use the
optional Register, on the Settings/Program/Financial tab, it is available via a main tab.

The Financial Control Panels

Control Panel for InvoicesThe New Invoice
icon first asks you to select a client and invoice type. Then creates
an invoice that is NOT yet linked yet to a SOAP Note - although you can
quickly create one from the Invoice detail screen.

Find an InvoiceClick the Find Invoice
icon to enter detailed criteria to find one or more invoices and
display them on this List screen. You may also use the QuickFinder at the bottom of the screen for many searches (see below).

List OptionsAvailable only on the List screen, the Show All Invoices icon will show all Invoices in
ClientTracker, with the highest invoice number first. This replaces
any found set of invoice records that was displayed and/or sorted.

On other screens, the Invoice List icon is in this place shows as and which takes you to the List screen with your current found set.

Clicking the Print icon has different actions depending on the screen:

From
the List screen - Opens the Invoice Print Menu pop-up window, where you
can choose to print a list of invoices, all invoices, statements,
envelopes, or labels for the invoices in the list.

From Invoice detail screens - Prints the invoice shown.

From
the Register - Offers a choice to print a list of payments and
deposits, or a report of income and expenses sorted by category.

Show Totals - Click this to show
totals at the bottom. If you have set passwords, this is available
only to the Admin user. Depending on the number of invoices in the
found set,this may take a few moments to display.

Select an invoice type (see below), and if the client has an active
insurance policy, it will be loaded for Superbill or 1500 types. If
the invoice is generated from a SOAP, the procedures and products (and
diagnoses if applicable) will be transferred automatically to the
invoice, after which the SOAP and invoice are "program_linked," and a change in
one would change the other as well.

On the invoice detail screens, you can click New
to enter a line item for diagnoses, procedures, and products sections.
Discounts can be entered for line items or for all the procedures, or
all the products. Payments are entered in the "Payment Palette."

Invoice Types

Simple - This invoice type is intended for simple transactions not involving insurance.

Superbill - This may be used for insurance or client billing, and has the diagnosis codes.

1500 - This claim form is used for billing insurance companies on paper or electronically.

This area enables you to generate a variety of reports from your data. There are two main tabs in the Reports area: Reports and Templates & Marketing, which can be accessed via the tabs on the upper right side of the screen.

Note: Reports
are naturally more useful when you have plenty of data in your
ClientTracker software. For this reason, the QuickStart only gives a
description of what each reports are available. For more information
about running reports, see Reports & Marketing> The Reports & Marketing Area.

Reports Tab

This area is divided into sections for Invoices, Inventory, Appointments & Visits, and financial reports.

Inventory
- View profit & cost of goods sold during any time period, check
inventory value, or print out an inventory list or list of merchandise
to be reordered from suppliers.

Deposits - Print a deposit slip and enter items in the Register (if this is being used).

Appointments & Visits
- Find and print multiple SOAP Notes, upcoming appointments, or visits
- during any time period you choose. Print a list of diagnoses given,
or procedures performed.

Financial - Print a report of
all financial transactions during a period of time and/or per client,
as well as payment & posting logs, credits & payments on
account balance, accounts receivable, and sales taxes collected on
procedures and/or inventory items.

Reconcile - This helps you to reconcile bank statements and credit cards on the register (if in use) with your checking account balance.

Envelopes and Labels
- Print envelopes and address labels for clients. You can choose a
specific client, or certain clients based on any criteria you wish,
such as all clients with a birthday in January, or all clients with
outstanding invoices.

This is the area where you can customize ClientTracker to suit your practice. Program
defaults can be set here, as well as backup settings and other
details. By clicking on the various tabs in this section you can also
configure data related to your Practice, as well as Diagnosis Codes and Procedure Codes.

Before
getting started with most ClientTracker activity, we recommend that you
fill out information about your practice, practitioners, and rooms in
the Program and Practice tabs.

For a more detailed description of Settings, see Settings> Introduction.Note:
As soon as you have mission-critical data stored on your computer, you
should begin a regular backup schedule~not just with ClientTracker's
built-in backup system, but also to an external drive. Don't wait
until you've lost hours (or more) of of work entering data before you start
safeguarding it.

Tip:
If you have Adobe or comparable software, you may be able to print
nearly all ClientTracker output in PDF or other electronic formats.
This depends on the software installed on your computer and is not a
part of ClientTracker.

The best way to print information from ClientTracker is to use the print menus and button included with the program.

ClientTracker
should automatically use the printer you have set as the default for
your computer. If it doesn't, you can choose a printer (or other
output) and set the paper size and source for the program; use the Main
Menu (at the top of the window). Go to File --> Print Setup and try different options until you are satisfied with the output.

When
printing with ClientTracker's buttons, you will see a "Floating Preview
Palette" that controls how you preview the document, which is seen in a
preview mode just underneath.

The Floating Preview Palette can be moved (just like any pop-up window) so you can see what's underneath.Available options are:

B. Cancel - Closes the preview windows and return to where you started (do not print)

B.Print - Opens the Print dialog for your computer (see below)

C. First, Prev, Next, Last - If your printout is more than 1 page, use these to move between pages

D.
Scroll Bar - If the printout is deeper than the window (i.e. 8.5 x 11
paper), use this to scroll the underlying preview up or down

When you click Print,
your computer's Print dialog will open, where you can choose the
printer (or other output if available), pages, copies, etc. The
appearance of the final printout depends on the settings of your own
computer and printer.

Note: All ClientTracker printouts are
formatted for 8 1/2" by 11" paper, with at least a 5/8" margin for all
sides. For printouts with headers, the
first page header area is about 2" high. The second sheet is about 1"
high.

Your Computer's Print Dialog

When you click Print on the Floating Preview Palette, you will see a new Print window, called a "dialog" because it can accept instructions from you about which printer to use, how many copies, etc. In Windows, the Print dialog looks like this:

IMPORTANT: Make sure the top choice Print: is always "Records Being Browsed."

Other Choices:

Printer Name - Select from a menu of your computer's available print options. The example above shows "Adobe PDF" because Adobe Acrobat is installed on the computer. Your system default printer should show automatically.

Print Range - Should always be set to "All" unless you want just selected pages of a report, for example.

For more info about your computer's Print dialog, consult your computer's Help resources. Ginkgo Software does not provide support for using the Print dialog, except as noted above.

Print Setup

For most Windows computers, you can preset the print choices that will appear in your Print dialog. Whether a ClientTracker printout prints in portrait or landscape is governed by the Preview Palette described above. However, if you have multiple printers, you can select which one will show in your Print dialog. To do this, go to Print / Print Setup in the top Main Menu of ClientTracker.

Note: In Macintosh computers, selecting a printer in either the Print Setup or Page Setup dialogs may not change what will be shown as the default printer in the Print dialog.

You can customize the default print headers for all printouts,
including communication, reports, and SOAP Notes. When you print a
letter or form, you can also choose to use your pre-printed stationery
or plain paper, and the printout will reformat accordingly. All other
printouts are intended for plain paper and will print the default
header.

On Settings/Program/Print there are two subtabs, each representing a choice of how you want your default print
header to look throughout ClientTracker for Invoices & Reports, or Letters & Forms. Formatting a header for one of these
selects the header used on the first page of all print layouts. By choosing different options, you can format how your
practice information and logo are displayed.

IntroductionPDF stands for "portable document format." It is a type of file with the extension .pdf at the end. It's like an electronic copy of a printed document (even multiple pages), with no paper! Adobe is the software company that originally invented PDF; now there are several ways to save a document in .pdf format.

RequirementsYour computer must have software installed that creates a PDF. ClientTracker Desktop does not come with this software. ClientTracker Cloud does.

Most Mac computers have this automatically - see below

There are several free options available for Windows - see below

You must give the .pdf file a name, and save it to a location on your computer before you can send it to anyone by email.

Tip: With v6.0 or higher, ClientTracker Cloud can name and save a .pdf file to a designated location automatically (for selected print jobs). With ClientTracker Desktop, you need to save the file manually. See [6.0] Send a Printout as an Email Attachment below for more info.

To manage the documents of your practice using PDF format, you have 2 inherent responsibilities.

Responsibility #1 - Know the PDF Options On Your Computer

MacBy default, Mac computers already have a way to convert doc to pdf. You can easily perform the conversion
without installing any software. How the PDF program on your Mac computer works is your responsibility, and is not covered by Ginkgo Software support.

Step 1 - Click Print on the Floating Preview Palette in ClientTracker. This calls the Print window for your type of computer (which is not part of ClientTracker).

Step 2 - Look for the PDF button on the lower left, and click it.

Step 3 - Choose "Save as PDF" from the list of options

Step 4 - Give the file a meaningful name, navigate to the location on your computer where you want to save it, and click Save.

WindowsFinding and installing a PDF program on your Windows computer is your responsibility, and is not covered by Ginkgo Software support. Our advice here is intended as a service only, and the options may change over time. Your computer may already have PDF-making software installed. The way to tell is that a PDF option usually appears in your list of available printers, as if it was an actual printer.

The list of available printers looks like this (your computer's actual options are probably different):

Tip: Adobe Reader is the standard free program, and is available on www.adobe.com. We don't "recommend" any software, but we do advise you to BEWARE! Many downloads of free software are bundled with other programs that get downloaded at the same time. You would do well to carefully READ EACH step of the download process, and UNCHECK any options you don't want to download!

If you are a ClientTracker Cloud customer, the PDF-making software is installed already, and appears in the system Print window's list of available printers as "Adobe (redirect 9)," or some other option including the phrase "Adobe PDF"

If you have ClientTracker Desktop, you need to install, learn, and manage your own PDF-making software, just like any other program on your computer.

Responsibility #2 - Manage Your PDF Files

After you have saved a document as PDF you can do several handy things with it.

Open the file and view it, or print to paper if needed (find the file and click on it)

Tip: A PDF made from a ClientTracker printout is usually protected health information, and must be treated the same as other private health records. It is your responsibility to know your customers' preferences in this regard, as well as State and Federal laws.

ClientTracker Cloud and ClientTracker Desktop both offer the ability to "print" certain documents as a PDF and send it to a Client (or other recipient) as an email attachment. This function is done from the Floating Preview Palette, using a new button that appears in version 6.0 or higher. The button only appears for certain print options that are commonly sent to an individual Client. If you do not see the button, the option is not available.

Print Jobs that can be handled by this new feature include:

Individual invoices - from the invoice detail or the Client's Invoices screen

Install and know how to use PDF-making software (on Mac this is built in; on Win many free programs are available). See Print to PDF or Save as PDF for more details on how PDF software works. Installation and management of PDF-making software is your responsibility, and is not covered by Ginkgo Software support.

Confirm your Default File Path (in Settings/Program/Utilities) before you do this the first time, and navigate to that location. You must save the PDF in your Default File Path location for this feature to work properly.

The first time you do this, ClientTracker will create a new folder called "Attachments" inside the folder you select. From then on, you should always select the Attachments folder.

If you always do this the same way, your PDF-making software will probably remember this location, and you won't have to navigate to it the next time.

The file name is created automatically, and must be pasted (Ctrl+V) in the proper place. Do not change this after it is pasted. Do not type any other file name or the Files and Communications records will not link to it.

Click Open or Save, and the PDF file will be created, and the rest of the above tasks are completed automatically, so that you wind up on the Communications Compose screen.

Compose your email, or apply a Communications Template you created for that type of email.

Click Send, and your email will be sent with the PDF file as an attachment.

Tip: You can open the file and view it like any PDF, by clicking on it in the Attachments tab of the Compose screen (before or after you send the email), or in the Client's Files list.

The
QuickFinder - The small QuickFinder appears with selected portals in a pop-up window; used throughout
ClientTracker to select a single record. For example, the pop-up
QuickFinder is used to choose a product for an invoice, or a client to
make an appointment. See Using the QuickFinder to Find and Select a Single Record.

A larger QuickFinder is available on most List screens, and is a fast
way to find one or more matching records based on criteria entered
about the information displayed in the list. In this type of QuickFinder, special search operators can be used to enhance your search. See Finding Records with the QuickFinder.

Tip: For all QuickFinders, the match results in the portal or list will change with each keystroke, so often you only need to type a few characters to get what you want.

Find
Icon - Some areas have a Control Panel button, or icon, to search for
records in that area by multiple criteria. Each of these are specific
to the area, and are discussed in the corresponding section of the
manual.

This method is also available when finding a client to use as a recipient for communication.

Search
Operators - These are optional symbols that add meaning to the criteria
you enter in the Instant Search or Advanced Find options. See About Search Operators.

About The "Found Set"

When
one of the methods for finding information returns more than one
matching record, you have a "Found Set" of records. This is a very
powerful tool for running reports, customizing printed lists, comparing
like (or unalike) records, or crunching numbers.

The
contents of a Found Set are usually displayed on a List screen. The
Record Navigator (shown here) will indicate how many records are in
the Found Set, and which record is active in the sequence.

For
example, you could find a set of Invoices with a similar status, and then view any Invoice's Detail screen. From there,
use the Record Navigator's Prev. or Next buttons to go through the records in the Found Set like pages of a book.

Most List screens have an Omit button with which to temporarily remove a single record from the Found Set. A record omitted from a Found Set is not deleted from ClientTracker. To see all records not included in the Found Set, select Records --> Show Omitted Only from the Main Menu at the top of the ClientTracker window.

Note: A Found Set is retained if you use the Back and Forward
buttons in the Functions Bar to navigate. If you select an icon for a
Main Area from the Navigation Panel (right side) of the Function bar,
or click a "Show All" icon, the Found Set will be replaced by all the
records in that area.

A large QuickFinder is in the footer of most List screens. It is
comprised of two oval entry fields, a help button, and a text display
showing the current Found Set. The smaller oval on the left defaults
to "All," meaning all the records are showing. Click in this field to
see a drop-down list of the searchable columns. Choose "All" to search
in all the fields listed.

First choose a column on the left, then enter one or more characters
in the right oval field to display records that match the search text
for the selected column. Choosing "All" columns will display search
results that match any of the columns in the drop-down list.

As you type your criteria, the records in the list above are immediately
changed and the find results are displayed below the oval fields,
telling you how many records are found and the total number of records
in ClientTracker. For example it might say, "308 records found, in a
total of 954." Each time you type a new character, the find results are
updated.

Find results are known as a "Found Set" (see above for more info).

Note: the Record Navigator in the
Function Bar can still be used to navigate through any found set of
records. The number on the right of the Record Navigator changes to
reflect the number of records in the Found Set.

The Found Set resulting from the use of a QuickFinder can be sorted, printed, or used for other
output. When you type any new character or select a different column,
ClientTracker sees this as a new find request, and any existing sort
order is cleared.

To clear the QuickFinder fields and show all records, click the
white X that appears on the right when any search text is entered.
Otherwise, the find text and results will be retained in the List
screen until you clear them.

Tips for Finding Information with a QuickFinder

Text - Any text you type will display results with each keystroke.

"a" will return africa, animal, apartment, apple, and application

"ap" will return apartment, apple, and application

"app" will return apple and application

Note: Text matches are made with any word in the field. In the example above, both "apple pie" and "red apple" would be found.

Advanced Search Options for a List Screen's QuickFinder

Dates - Date fields will start finding as soon as the first number is entered. For example "9" gives you all September dates; for all years in ClientTracker.
Similarly, "9-15" would display 9-15-07, 9-15-08, 9-15-09, etc. The
most reliable results are from using full dates, or in combination with
Search Operators.

Use the wildcard operator * to find all dates in a month or year; e.g. 9-*-09.

Numbers - Enter dollar amounts without the dollar sign.
Numbers will find one digit at a time. Whereas "A" finds all text
values that begin with A, "1" will find only exact matches for the numeral 1 -- not all
numbers beginning with 1.

Use > or < to find greater or less than a number

Find a numeric range by separating with 3 dots; e.g. 1...99

Do not enter a $ for searching for dollar amounts

Phone Numbers - Only works if phone numbers are entered in the format: 702-345-7777 (i.e. no parentheses)

Starts by searching on 1st digit (Area Code, if that is entered - or prefix if not)

FOR ALL TYPES OF DATA

Find all blank values by entering =

Find all non-blank values by entering *

Find all duplicate values by entering !

Find a literal value by entering = in front; e.g. =John finds "John" but not "Johnson"

Whenever a new column heading is selected, the search criteria is cleared.

A smaller version of the QuickFinder works with small lists, or portals. It searches
almost always on text, and does not use Search Operators. In other
words, it works like a type-ahead list, where typing the first few
letters of a name or word will show only matching records. Some
QuickFinders allow you to search by a drop-down list of values, e.g.
client Category.

The QuickFinder is used when selecting a single record for a specific purpose,
i.e. to add a product to an invoice, or to make an appointment for a
client. The QuickFinder is an orange-bordered field with a small
magnifying glass, and is found in many places.

EXAMPLE: Using a QuickFinder is when selecting a client for an appointment. When you click the New Appointment icon in the Calendar area, a small pop-up window appears, with a portal of all active clients. Each time you type a letter in the QuickFinder above the portal, its contents change to show clients whose first, middle, or last name matches the typed letters. The best way to learn how the QuickFinder works is to try it!

Note:
If your computer is a Vista 64 bit or Windows 7 64 bit, the folder
where Ginkgo Software is installed is called C:\Program Files.

Contents of the ClientTracker 6.0 Folder - Both Windows and MacintoshYour
computer settings may or may not display any "extensions" on a file
name, i.e. the .ctr .exe or .app that follows at the end of the file
name.

ClientTracker does not have a way to export all the information that is part of an invoice. However, many people successfully use ClientTracker in conjunction with Quickbooks. Many people use the ClientTracker reports for all that tax reporting needs. It's up to you and your accountant for what is best for your practice.

ClientTracker keeps the details of clients/patients, their invoices and payments, and sales of herbs and supplements. Using ClientTracker to manage these details provides the additional benefit of having all the clients' electronic medical records, in one place: including financial data which is connected to all the scheduling, SOAP notes, insurance information, 1500 form, electronic billing, and marketing information.

ClientTracker has a very simple check register for one bank account to track checks and ATM charges from that one account. It will give a simple report by category of Income and Expenses. It doesn't have a payroll function or provide you with a balance sheet. ClientTracker does not claim to be a full accounting software. Depending on the practice, many small offices do find it sufficient to provide reports to their accountant for taxes purposes.

To use QuickBooks for your full accounting needs, we recommend keeping your invoices and their payments, and inventory in ClientTracker. Create a Customer in QuickBooks called "ClientTracker." Then run the ClientTracker report(s) you need for the time period: Transactions, Payments Log, Posting Log, Liabilities, Accounts Receivable, Sales Tax, and possibly the inventory reports. Take the total(s) and enter them manually into QuickBooks. Now you can run the balance sheet and profit and loss reports from QuickBooks.

This saves the hassle of double entry of all the detail, in both ClientTracker and QuickBooks.

Before you enter clients and appointments and use ClientTracker, you should go to the Settings area and set up basic information and options related to the program, and to your practice. You can also customize diagnosis and procedure codes, and customize the look and functions of your ClientTracker program.

ClientTracker is built to handle only one practice address in
Settings, which is used throughout the program. Having a separate ClientTracker
account for your 2nd location (with a different practice name and
address in Settings) would require the purchase of another license
(cloud or desktop). That is the ultimate option, if the following workarounds
are not desirable.

How to Work with 2 Practice Locations

Your "main location" would be in Settings/Practice

To see schedules for both locations, you can make different Rooms or Practitioners (even to have two versions of a single practitioner)

The info for each practitioner would show in Box 33 of the 1500 if you Toggle

The
info from Settings/Practice will show in Box 32 (Facility Location) of
the 1500. You can type something in that box to override the default,
and that will copy forward to future 1500s for each individual client.

Clients can be assigned to any practitioner. Some people with 2
locations use Category to note location. If patients might use either
location, choose the best one.

The header info that shows on reports,
letters, and invoices can be customized, except for the Practice Name.
You could conceivably have both practice
addresses just below your name, and circle one when printing an invoice
for someone. Click here to see how to change this info.

When you send an appt confirmation email (ACE), if it includes
directions to your location you can add to the template to show
directions for both. There is no way to have separate ACE templates for
2 locations.

New in 6.2.04, we have added the option to have multiple templates for each practitioner. There is One for the new client, one regular email reminder and one text reminder per practitioner. This is the perfect solution for multiple locations. If you have already created an additional practitioner for insurance billing, all you need to do is edit the new practitioner templates to reflect the different addresses!

In ClientTracker, you can create as many rooms you need to manage your practice, but there must always be at least one room. Rooms have no detail information, and are managed on a portal on the Settings/Practice/Rooms tab. If you want to make a new room, click the New Room button. When you create a room, it is automatically designated as "Active" so it will show in drop-down lists and on the Column View of the Calendar (when View by Room is chosen).

The sort order of rooms can be set by entering numbers in the rows of the portal

A primary room can be designated, and it will load as the default for appointments, except for those made from a specific Room column on the Calendar Column Views.

The Name is what will show on appointments, the calendar, and on printouts. You can rename a room at any time in the list, and the changed name will apply to all appointments already made for that room; both past and future.

Optional Notes are available only on the portal. these will not show anywhere else.

You can deactivate a room, and it will remain on the master list, but will not show in drop-down lists or the Column View of the Calendar. (See below.)

The Capacity of a room is used only if you check the "Use Room Capacity feature" box in the Settings area, on the Program/Defaults tab.

The number indicates how many appointments can be scheduled for that room; for the same time slot (including overlapping times). The default is a capacity of 1, which means only one appointment can be scheduled. If a room is used for more than one client at a time (e.g. groups), set the capacity accordingly.

Similar to the rules for deleting and deactivating practitioners, there are rules that govern the management of rooms. You will not be able to delete or deactivate a room if any of the following are true:

One or more future appointments are scheduled for that room

Remedy: A list of any scheduled appointments for that room will be available for rescheduling.

The room is the last one remaining on the list, or is the last one designated as "Active."

Remedy: Create a new room first.

Warning: Deleting a room is permanent, and if you re-enter a room with the same name, it will NOT link up to any existing appointments in ClientTracker.

Business License Number - for your information only; doesn't show on any ClientTracker report

Renewal Date - for your information only; doesn't show on any ClientTracker report

The SOAP Template List button takes you to a sortable list of SOAP Templates used in ClientTracker, including the System Default plus any new SOAP Templates you create. For more info, see SOAP Notes> SOAP Templates.

The Referring Provider List button takes you to a sortable list of providers that refer clients to your practice, and can be used on the 1500 form, Box 17. (See Referring Providers below for more info.)

To view a sortable list of providers that shows client referrals, click the Referring Provider List button near the bottom of the Settings/Practice tab.

On the list, you can perform the following actions:

Click the column headers with a sort symbol to toggle between ascending or descending sorts of the records shown. Shift+Click a column header to unsort.

Click any row to view or manage details on a provider

Click the New Provider icon in the Control Panel to add to the list

View information about clients referred to your practice by that provider

Click Send TY to generate a Thank You Letter or email for a provider

Click the Active checkbox to show the provider on other lists in ClientTracker, or uncheck to inactivate.

Click to Omit a provider from the list temporarily, or click the Show All icon in the Control Panel.

Referring Providers Detail Screen

On the left side of the screen, enter the provider name, address, phone numbers, email, and optional notes. On the right side is insurance information such as License Number, Federal Tax ID, and NPI.

On the far right is a Specialty field with a drop-down list.

You can add to the list of values in Settings/Program/Value Lists, or

You can enter an "Other" value that will not be part of the list, by selecting that option

Communications tab - Providers can also be recipients of communications. On this tab, you can view a portal of the communications sent to this provider or generate a new one with the Comm Panel just above it. You can also view a Complete List of these communications, in a larger, sortable list.

Clients Referred tab - This tab shows a portal of all clients who have been referred to your practice by this provider. For each client, you can click the arrow button or row to view their Personal screen, view the date of their first appointment, or enter a date when a Thank You was sent to the provider for that client's referral. The number of invoices and Total for that client shows on the right.

A client's row is highlighted as follows: no color if no Thank You letter has been created, orange if the Thank You letter is pending and "TY Letter Sent" date is blank, pale green if the TY letter is sent.

Just to the left of the tabs is a Send TY button, which will generate a Thank You letter or email to thank the provider for all the client referrals that do not yet have a TY Letter Sent date. You can also view a Detailed List of the referred clients.

1500 tab- ClientTracker automates many of the tasks of filling in a 1500 claim form. A referring provider can be chosen before an invoice is made (on the Clients/Personal screen), or at the time you fill out the 1500. To automatically fill info on the 1500 claim form, the following info needs to be entered for the referring provider:

License Number Default - When you assign a provider as the referring provider for a client; or directly on a 1500 in Box 17, the following are filled in:

ClientTracker's sales tax system is set up to accommodate the varied reporting requirements for the USA and in Canada. You can enter sales tax rate or rates you are required to charge on taxable products and/or procedures. You can also control how and for what items those rates are charged when they appear on an invoice.

Warning: If you need to set up Sales Tax rates, you should set them up before creating any invoices, as any settings would affect only new invoices created from that point forward -- even if you create a new invoice for a past date.

Before You Begin

The first thing is to determine what are your sales tax requirements for your practice location. Most practices know this already, and will simply need to set up ClientTracker with the correct information.

ClientTracker allows the entry of single or multiple rates. One or two rates can be entered and assigned to different Inventory items (a.k.a. "Products" on an invoice) and Procedures, as required in your area. Each rate can be made of up to two compound parts that will show the total tax charged for each part on invoices and reports.

All rates and their parts can be given a name of your choice, to make selection and interpretation of reports easier.

Sales Tax Options - Available to select for Products and Procedures:

(none) - The default setting shipped for ClientTracker, and is always an available choice. No sales tax will be charged for any Product or Procedure.

One Rate - A single percentage rate will be available

Two Rates - Two different percentage rates will be available

Compound - Two different rates available in selection lists; however, on invoices and reports will show as compound parts (based on information you set up)

Note: Even if your state has multiple rates, you can usually enter their total as One Rate. If the total tax in your area is made up of different rates, e.g, state, county, city, the tax reporting form guides you in specifying these amounts.

Check your state tax laws for the collection rules in your area, or check with your accountant.
Usually, you are required to collect sales tax only for the rates that apply in
your area, regardless of where the client lives. If you sell products
by mail, you may not have to collect sales tax for out-of-state sales.

Tip: The ClientTracker program has built-in examples of how your Sales Tax choices will appear on a printed invoice. To see these, click the Set Rates button on Settings/Practice, and look at the Examples tab.

How to Set Up

To Begin: Click the Set Rates button to enter the Sales Tax Rate Setup screen.

Review: We recommend you explore the 2 tabs on the Sales Tax Rate Setup screens, to get familiar with the process:

Set Rate - Contains controls and instructions to set your practice sales tax rate in 5 steps. The first thing you do will be to choose one of the Tax Rate setup options in Step 1. See Sales Tax Rate Setup - Detail below for more info.

Optional Info for Sales Tax Report

As an optional reference, enter your tax account number in the box marked "Resale #" at the bottom which shows on the Sales Tax report.

Tip:
After you have made a few sales, print out the Sales Tax report as an
example for your accountant, to be sure that it will provide the totals
needed when filing time comes. This can be found in the
Reports/Financial area. See Reports & Marketing> Financial>Sales Tax for more info.

ClientTracker's sales tax system can accommodate many varied reporting requirements. Once you set up or change your rate(s) and assign a default to products and/or procedures, then this rate is used for all future invoices.

Look at the Example tab to see how the different Rates show on an invoice.

In the Sales Tax section of Settings/Practice, click the Set Rates button and follow the 5 steps. Use these steps to set up your tax rate for the first time in ClientTracker or to change an existing rate.Step 1 - Choose Your Tax Rate One Rate or Two Rates - Most locations will enter their rate on the One Rate or Two Rates tab because the invoice only needs to display the tax total. This works for those who have:-- one tax rate for products and/or procedures-- a different rate for products and procedures--a second rate for some items

The Sales Tax report gives the total tax collected for each rate, and from that you can fill out your taxing agency’s reporting form. If your area has the total tax subdivided into percentage for State, County, etc, the form guides you in specifying those amounts.

Compound Rates - If your reporting agency requires an invoice to display the names and amounts of the tax parts, choose the Compound Rates to enter tax rates. Fill in the name for Rates 1 and 2, and set up the two parts for each, or at least two parts for Rate 1 and one part for Rate 2. The Sales Tax report provides each of the four parts.

Tip: Look at the Example tab to see how the different Rates show on an invoice.

Step 2 - Enter Your Tax Rate for Products and/or Procedures

The Tax Rates are referred to as Rate 1 and Rate 2. Each has a Rate Name, and a percentage Tax Rate, and using Compound Rates, the Part Name.

Rate Name - The name used to choose the the rate assigned to Inventory items (Products) and Procedure Codes.

Tax Rate - This tax rate will be charged for any Product or Procedure Code to which it is assigned.

Part Name - For the Compound Rate only, this shows on an invoice and sales tax report.

Steps 3 & 4 - Choices

Select a default rate for both Products and Procedures. If no tax is to be the default, choose (none). This will be assigned automatically as new Products and Procedures are created. If you are updating existing tax rates, it will also replace the former corresponding rate with the new one. For example, the new Rate 1 Rate Name + Tax Rate will replace any existing Rate 1 Rate Name + Tax Rate

Optional: Check the "Change all that have the other Rate" box to apply this rate to existing Products and/or Procedures that have the other Rate.

Optional: Check the second box to apply the Rate to existing Products and/or Procedures that are set to (none).

Depending on your choice, the item will either have no tax charged on invoices, or the default Rate you have chosen.

Step 5 - Set the RateWhen finished, click the Set Rate button to complete the process.

Notes: -- For any individual Product or Procedure, you can change the default tax rate on the master list for Products and Procedures. -- The tax charged on all future invoices will be the new rate. Any invoices created in the past keep the old rate that was in effect at the time the invoice was created.

Invoice - ClientTracker calculates the sales tax on each item individually. This is to accommodate the states which tax some products or procedures and not other products or procedures, or have different tax rates for the items.

Depending on your sales tax and the amount being taxed, the actual sales tax may result in 3 or more decimal places, which needs to be rounded up or down to be two places. The tax on an a ClientTracker invoice is the sum of the tax for these individual items.

If the sales tax calculation was postponed to be on the total of all taxable items, this tax might be a small amount more or less than the tax on calculated individual items. This is due to the rounding effect.

Sales Tax Report - This gives the totals of the taxable items and tax collected. From this you can fill out your taxing agency’s reporting form. If your area has the total tax subdivided into percentages for State, County, etc, the form guides you in specifying those amounts. The actual amount owed to the state or other entity is calculated from total Taxable Products and Taxable Procedures that you enter on the form.

The Collected Tax on the Sales Tax Report may be different from the sales tax calculated on the Total Taxable.When you fill in the tax reporting form, you'll calculate the sales tax on the Taxable Products or Taxable Procedure listed on ClientTracker's Sales Tax Report. The result may be different from the tax you collected. This is due to the rounding mentioned above.

Your business is collecting Sales Tax. Your tax agency just wants to know the tax on total gross taxable sales for the time period, which can't be known at the time of each sale.

Beginning with version 5.2, ClientTracker has another way to store contact information.

Click the My Resources button at the bottom of the Practice screen to access your "My Resources" list of records. These are intended to be contact records of people or entities other
than those handled in other parts of ClientTracker, such as clients, referral providers or vendors. This could be a terrific
way to keep track of all the resources you use to support your practice -
schools, coaches, favorite web sites, forums, landlord, local IT
support, etc. Each listing allows up to 3 web URLs that can be opened
with a click.

On the list screen, you can sort by Company or Contact Person, open the Primary URL in your browser (see below), or click a row to access the Detail screen. The Detail screen is divided into 2 parts. On the left are the contact elements, and on the right is a large Notes field for you to use. Aside from the obvious elements, here are some things you can do:

Enter up to 3 URLs, and open them in your browser with a click of the Go button to the left

Designate one of the URLs to be Primary, and it will also show on the List, where you can open it with a Go button without having to access the Detail screen

Enter as many email addresses as needed, and click the blue @ button to the left to open a Send Mail window in your native email program. This email is not stored in ClientTracker.

Turn into a Client - If your janitor (for example) becomes a client, use this to quickly create a Client listing from the details in your My Resources record.

Delete a listing - The Delete button will permanently delete a record from ClientTracker.

Here are some ideas for using "My Resources" (courtesy of Rebecca Hurwood, LAc, the author of "Insurance Billing Made Easy")

Easy management of marketing contacts - Having networking
affiliates, providers you refer to, target market key players like
wellness fair coordinators, etc. - all in the same program as your patients
makes it easier to create referral lists and network.

Easy management of service provider contacts
- Keeping track of outside or remote PR and marketing people, ghost
writers, laundry service, water service, utilities, etc. can be a
challenge. Having it all listed with your database keeps work and home
separate and coordinated.

Networking Groups - Are you a member of a
networking or referral group like BNI or "I Take the Lead?" Keep track of
all your contacts and activity here and use the Notes field to refer and report on
activity.

Tip: What are your ideas for using "My Resources"? Let us know your needs, and we will have our Design Team consider them for possible future development. Our team adds new features from customer suggestions all the time!

On the Settings/Practice/Practitioners
tab, there is a portal where you can manage a list of
practitioners that work in your practice. You can have as many
practitioners as you want; however, there must always be at least one.

Note:
ClientTracker uses the term "practitioner" for caregivers who work in
your practice, and "provider" for outside caregivers who refer clients
to your practice. For information about referral providers, see Settings> Practice>Referring Providers below.

Click a practitioner's name or Go button to access the
practitioner detail screen

Change the sort order for this list, which changes the order of
columns on the Calendar Column View.

Click a blue link to
see a List View of Clients or
appointments (Appts) for each
practitioner

Check the Active box, or uncheck to deactivate a
practitioner (see below)

One practitioner may be designated as Primary, and will be used for appointments in the absence of a specified practitioner.

Delete practitioners (only those who have no clients,
appointments, or invoices).

Create a New Practitioner

On Settings/Practice/Practitioners, click the New Practitioner button to begin. This takes you to the Practitioner detail screen, where practitioner data is managed.

The minimum information that must be entered is first and last name. ClientTracker enters "New Practitioner" as a placeholder.

For other important information, you have the option of filling it in later:

Credentials (e.g. M.D., LAc, P.T., etc.)

Billing info (License, Federal Tax ID, NPI)*

*required for the 1500 and Superbill invoices.

The fields above will be a pink color if blank, to alert you to fill
in the information. Other information on this screen includes:

Address, phone, email

Invoice (1500) and SOAP template defaults

Personal information

Optional: Click to use the practitioner's designated insurance address
and phone on the 1500, Box 33

Click the OK button when you are finished, and if you haven't yet
entered the practitioner credentials or billing info, choose "Do Later"
to return to the previous screen.

Note:
You can quickly enter basic information about any practitioner and that
will be enough to use them in the Calendar, SOAPs, and some other parts
of ClientTracker. However, it is essential to 1500 and Superbill
invoice functions to enter a practitioner's license, Federal ID and NPI
numbers. You can also track practitioner contact information, email,
etc.

Practitioner Detail Screen

When you click a row in the practitioner list on Settings/Practice, you will access the Detail screen for that practitioner.

Active
- This will make the practitioner's name show in drop-down lists and on
the Column Views of the Calendar, so appointments can be scheduled for
that practitioner (see below).

Primary - (There must be
one primary practitioner.) If a client does not have a default
practitioner specified on their Personal/Default tab, the Practitioner
designated as Primary will be automatically assigned to an appointment,
SOAP or invoice. Of course, you can always change a practitioner on an
appointment, SOAP or Invoice.

Display Initials - These are
used in ClientTracker to assist you in choosing or identifying a
practitioner in a few places, so they should be unique. As an example,
consider two practitioners named Elaine Smith and Edward Sterling. Both
initials will display as ES. You would need to modify one or both to be
unique, so their display initials might be ELS and EDS.

Address
- A practitioner address must be entered if the 1500 form is to fill
properly in box 33. If you enter just one address in the front (Address)
tab, it will automatically be designated as the primary and insurance
address.

To enter additional addresses, use the 2nd tab (Other Addresses), and click the +New
button. Once there are 2 or more addresses, designate any one of them
as the primary, and it will show on the front tab and be used on the
1500. (Note: you can delete any address except the primary with the
small "del" button on the 2nd tab.)

Tip: Click on the ZIP
link, and a web site will open for looking up the ZIP+4 Code based on
the Practitioner's address. You can edit the URL of the web site in Settings area, on the Programs/Utilities tab.

Contact Information - Phone and email addresses are added in the tab in the center of the screen.

Phone - The primary phone number displays on the Settings/Practice/ Practitioners tab. One phone number must be designated as primary, and then it can't be deleted unless another is designated as primary.

Email - Enter up to 2
email addresses. There is no validation, and ClientTracker does not use
them anywhere. You can copy them as needed.

BCC option - Check the box BCC 1st email for appt confirmations and the practitioner will receive a BCC of all Automatic Confirmations of her appointments.

Only the email in the 1st row is used, and it must be a valid email address to receive a BCC.

Only practitioners with the Active box checked will show on the
Calendar Column Views and drop-down lists used to make appointments and
other functions in ClientTracker.

Tip: Often, a sensible option to deleting a
practitioner is to deactivate them. You can check or uncheck the Active
box in the Practitioners tab on Settings/Practice, or on the
Practitioners Detail screen. This will not affect their being the
practitioner of record for past or future appointments, reminders, or
invoices.

The process of deactivation is governed by these rules:

You cannot deactivate a practitioner who has future appointments scheduled

Remedy: Show all the practitioner's appointments in the Calendar,
sort to see future appointments, and reschedule them to another
practitioner

You CAN deactivate a practitioner who has only PAST appointments, and meets the other rules

You cannot deactivate a practitioner who is assigned as the default practitioner for any client

Remedy: Go to the Practitioner Details screen, view the list of assigned clients, and update the client records as needed.

To deactivate a practitioner, simply uncheck the Active checkbox. To re-activate a practitioner, click the same checkbox.

Delete a Practitioner

If you want to delete a practitioner, click the Delete this Practitioner button on the details screen. You will not be allowed to delete a practitioner if any of the following are true:

One or more future appointments are scheduled for that practitioner

Remedy:
Search for appointments in the Provider Details appointment list, and
reassign them to another practitioner or delete them as needed.

One or more future reminders are created for that practitioner

Remedy:
Go to Calendar and select to view All Appointments. Then select that
practitioner, locate Reminders in the bottom portal, and reschedule or
delete them as needed.

The practitioner is set as the Primary practitioner

Remedy: Create another practitioner record first

The practitioner is the last one remaining on the list, or is the last one designated as "Active."

Remedy: Create another practitioner record first

One or more invoices are created for that practitioner

Remedy: Deactivate practitioner instead of deleting. We recommend this for HIPPA.

One or more SOAPS are created for that practitioner

Remedy: Deactivate practitioner instead of deleting. We recommend this for HIPPA.

Warning: Deleting a practitioner is
permanent, and if you re-enter a practitioner with the same name, he/she
will NOT link up to any existing records in ClientTracker.

When you select Use previous SOAP/invoice with same Practitioner, you
have the additional option to copy Products. Go to Settings, on the
Program/Defaults tab, and check the box on the lower right if you want
to copy Products forward. This choice applies to all practitioners.

For an Invoice with No SOAP - Set
your choice for how line items are auto-entered when an Invoice No SOAP
is created. This choice is enacted automatically when there is just one
practitioner in the office so you don't have to select each time a new
Invoice No SOAP is created.

Billing and Other Information
- The pink & white panel at the bottom of the Practitioner screen contains optional information for
invoicing (if applicable for that practitioner).

Box 25 Federal Tax ID Number - Required for the 1500 and Superbill; optional for display on simple invoices, and can be designated as EIN or SSN.

Box 24J NPI - Enter the practitioner's NPI number here. This number fills in Box 24J (Rendering Provider ID #) on the 1500 form. It can only be changed here.

This number can also be used for Box 33a. To use it in Box 33a, you need to do two things: - check the box below “Use practitioner’s Insurance address” - on the 1500 form, click the Toggle button beside the Name

Box 33

33a National Provider Identifier (NPI) - Required for the 1500 and Superbill. (This NPI will also show in Box 24j when this practitioner performs the procedure.)

33b License Number - Required for the 1500 and Superbill; optional for display on simple invoices.

Insurance Phone - from the phone number that has the Insurance box checked. If no phone number has this box checked, this area will be blank.

Use practitioner's Insurance address - If
needed, check this box to show the practitioner's address in
Box 33 of the 1500 claim form. There is a button on the form with which
you can toggle between the Practice or Practitioner addresses for each
1500.

ClientTracker offers an OPTIONAL feature to use Custom Practitioner Templates for appointment confirmations. New features become available when you convert to this method of managing the confirmation messages your Clients receive.

Features Include:

Separate Appointment Confirmation Templates for Email, Text, and New Clients

If needed, you may set up customized information in each Practitioner's templates, according to her preferences

Custom merge fields are available for Practitioner nickname and any message of your choice

A new option in each Client's record lets you designate how they receive confirmations: by Email, Text, or Both

How to Convert to Using Practitioner Templates

The button to convert is found in the Settings area, on the main Program/Defaults tab, in a sub-tab called Appointment Confirmations. Click the More button to see the controls.

Once you have converted, ClientTracker will use the appropriate template for each appointment's Practitioner.

If at any time, you want to revert to the default appointment confirmation emails instead of the practitioner template, you can. Go to Settings> Program> Appointment Confirmation and click the button that says "more". Click the button that says Use Default Template and you will revert back to one template for all of your practitioners.

Note: When you first convert, all Practitioner templates are copied from your default Appointment Confirmation template, so they are all the same. The message seen by your Clients will be the same as it was before, until you customize your templates.

SettingsThe default confirmation option for new Clients becomes visible on the Appointment Confirmations tab. If activated, it will set all new Clients' confirmation choice to Email, Text, or Both.

Templates ManagerAll Practitioner Templates will show in the Templates Manager list, found in the Reports area, on the Templates & Marketing tab. This list can be filtered by Category, including the Practitioner name. Select a name to see only their templates in the list. Click a row to view or edit any template.

After converting to Custom Practitioner Templates, all the templates will be the same until you customize them. Every Practitioner will have 3 templates, used for different purposes. There are 3 corresponding buttons to open and view or edit the templates.

New Client- Used when a Client is being seen in ClientTracker for the first time (you will see the Initial Visit flag or icon on appointment lists and the calendar).

You might want to provide extra info for a new Client, such as forms or directions to your office.

Email - Used when a confirmation is sent to an email address.

Text - Used when a confirmation is sent to a text address. You may want a shorter message for this mode of communication.

Practitioner Confirmations

Before Conversion After Conversion

The Confirmations tab on the Practitioner's Detail screen also has a field to enter a Custom Name (for example, "Dr. Mary" instead of the full name used on superbills, etc.).

Another field called Other Info is an optional way to insert any custom text into a template, for example location info.

When you click a button to view or edit a Template, you will have a variety of options on the Compose screen. For more info about how to edit and test Appointment Confirmation Templates, see Communication> Templates & Segments.

If at any time, you want to revert to the default appointment confirmation emails instead of the practitioner template, you can. Go to Settings> Program> Appointment Confirmation and click the button that says "more". Click the button that says Use Default Template and you will revert back to one template for all of your practitioners.

Enter an optional city, state, zip code and area code to be automatically entered in new client address record. You can enter partial information if you like; for example, you can enter "913" for a default ZIP code, and then enter the last two digits when filling out client address.

If your practice uses a client ID or chart number, you can choose your preferred name for this system.

Choose "Chart #," "Folder #" or "Client#" from the drop-down list.

To enter another identifier, click once to open the drop-down list; then click again in the field to type in it. This title should be no bigger than the available space to ensure it shows correctly on all screens.

Click More to see other information
about the Automatic Appointment Confirmation Email, including a link to
edit the Template, or to preview your Google Map.

There is an option to show or not show the End Time in the email.

Include a link to a Google map of your practice location in the footer of every automatic email confirmation. The Google Map will generate from your practice address, which is set in the Settings/Practice tab.

Click the Preview map link to open your browser and view what email recipients will see if they click the link in their email.

This enables you to turn of the initial visit flag on the calendar. This is particularly helpful if you have seen patients previously but have not yet entered them in ClientTracker.

Appointment Duration

Standard - The number of minutes that appears in this box is the default duration for all new appointments that are created. Set it to the duration that is most common for your appointments (you can always change it for any appointment).

Maximum - ClientTracker will alert you if an appointment is made over this duration.

Allow for open appointments with no client assigned yet. Then easily assign those open appointments to new or existing patients.

New in version 6.2, ClientTracker allows you to make an appointment without assigning a patient. This makes setting up the calendar, a breeze.

Calendar View

Day View - Enter your preferred view of the Calendar when looking at a single day's schedule: Column View by Practitioner, Column View by Room, or List View

Start Time - (for Column View only) Enter the time you would like the schedule to start each day. The schedule is programmed to automatically end each day 12 hours later. Appointments can be made for any time; however, if they are made outside of the start and end times for the Column View, they will be visible only in List View and on printed schedules.

Access calendar in a second window. You can have your calendar open in one window for easy access, while you work on SOAP notes, Invoices, Reports or any other part of ClientTracker in a second window.

Enter your choice for which screen you would like to see first whenever you start ClientTracker. (Ginkgo Software STRONGLY recommends you shut down ClientTracker at the end of each work day, to minimize the possibility of data corruption.)

Calendar - Opens in the default Day View selected above

Client List - Opens in the Client List screen for locating a client

Inventory - Checking this box will notify you when ClientTracker is opened if items in your inventory need restocking. For each inventory item you can choose an Order Level, and when your stock of the item reaches that level, ClientTracker alerts you when the program is opened.

[Version 5.0] Copy products from previous SOAPWhen SOAP Notes are copied for a Client's visit, you
have the additional option to copy Products. Check the box on the lower right if you also want
to copy Products forward. This choice applies to all practitioners.

This will apply to all Practitioners that have "Use previous SOAP/invoice with same Practitioner" selected for subsequent visits with the same client. See > for more info.

ClientTracker is shipped without passwords. Passwords are optional, but strongly recommended to assist you for HIPAA reasons. Without a password, anyone who can access your computer can also access all your ClientTracker data.

IMPORTANT: If you have upgraded from a previous version that used passwords, you will need to set them to be used the new way before your file is password protected.

Password Setup

Click the Password Setup
button to go to the Admin Settings screen to set Admin, Staff, Receptionist or Practitioner passwords. Make sure to write down the passwords and keep them in a
safe place. If you forget your password, ClientTracker support can
provide you with a temporary password.

Beginning with version 6.0, ClientTracker has 4 levels of password security. The 4 levels control access to different parts of the program. You control who has the passwords, to whom the access levels are assigned, and whether or not they can log in to the program.

Note: These are ClientTracker passwords, and are different than any passwords used for Cloud or Operating System access.

The 4 levels of access are illustrated by this chart:

The process works like this

Determine who will use each password level, and what you want the passwords to be.

You do not have to use all levels, but one Authorized User must be the Admin level.

Other password levels cannot be used unless the Admin level is set first.

Set each password by clicking the Admin, Staff, Practitioner, or Reception buttons.

When passwords have been set, a green check mark will show on each button.

After setting the passwords, enter each Authorized User name, and assign a level. Multiple users can be assigned to the same level.

To test a name and password without closing ClientTracker, click the blue link Test Password.

Passwords are not activated until you check the "Activate Passwords" box.

When passwords are activated, users will have to enter the exact User name and Password when they launch the program (Desktop), or after logging in to the remote connection (Cloud).

The Access Log provides a record of who logged in and when (see Access Log above for more info).

Note: Only Admin access level can get to this Password Setup area. All users have "admin" access (i.e. access to everything in ClientTracker) if passwords are not activated.

Tip: It's a good idea to write down the passwords and keep them in a secure place.

Changing PasswordsTo change a password, click one of the 4 buttons. Enter the Admin password and your new password.

Deactivating a PasswordTo deactivate a single password level, click one of the 4 buttons. Enter the Admin password and leave the "New Password" fields blank. To deactivate all of them, uncheck the "Activate Passwords" box (this leaves all the passwords in the program but no log in box will appear).

Lost PasswordsADMIN OPTIONS If the Admin person forgets the admin password, a 1-day temporary password may be issued (to the Admin user only), which
will clear all passwords (but not the assignments) and let you start
over. Or, do the steps below for an Authorized User to get your Admin password.

AUTHORIZED INDIVIDUALSIf an authorized individual forgets their password, the first step is to contact the Admin level staff member and ask for the password. In other words, the person assigned to the Admin level is responsible for all the passwords.

If the Admin person is not available, or if you forget the Admin password itself,

In the opening Password dialog, choose "lost pswrd"

In the in the Lost Password dialog, choose "Help"

Fill in the Contact Form with your name and position. This also transmits the passwords to Ginkgo Software support so we can assist you.

AFTER doing steps 1-3 above, call our support number at (877) 727-6174, and identify yourself. To protect the privacy of your data, lost password assistance can only be provided by following these steps.

Important: Passwords will only be provided to a person listed as an Authorized Individual, and only at the level to which they are assigned. If there is any hint that this person is not authorized, Ginkgo Software support will not give any access information.

The Access Log shows who logged in to your ClientTracker and when. It provides a simple, printable log that can be limited by date range if desired. This works automatically - there is nothing for you to set it up. However, it is most meaningful when you also use ClientTracker passwords.

To view the Access Log, go to the Settings area on the Program tab. In the Defaults subtab, click the Passwords Setup button. This takes you to the Admin Settings screen. If you have no passwords set up in ClientTracker, anyone can view the Admin Settings screen. Once you have established passwords, only users with Admin access can view this screen and the Access Log.

The Access Log is in the blue tab of the same name, and is displayed as a small list with a scroll bar. It contains only the following information:

Date

Time of action

Name of person opening accessing ClientTracker, but only if you have set passwords.

The action performed: Opened, Closed, Failed Access Attempt

Password Level the user signs in with: Admin or Staff. If you haven't set the password(s), then this says "No password"

NOTE: The actions that are recorded on the Access Log are

- Opened ClientTracker- Closed ClientTracker- Failed Attempt

To Print the log, click the Print Log button. You can set a Date From and Date To for a smaller printed list. Entering dates does not affect the display in the scrollable list on the Admin Settings screen.

NOTE: The printout shows a 6th column, Login-User, which displays:

Cloud - the access User Name on your computer or device

Desktop - the User Name that is set the very first time you open ClientTracker

When passwords are activated, the Login box for ClientTracker includes a new entry field for the User's Name. A name must be entered to proceed. This value will be recorded in column #2 of the Access Log. Use of this feature is most meaningful when you inform your users to properly enter their name each time they login.

"IMPORTANT: This information is provided as a courtesy to customers still using older versions of ClientTracker. Support is not available for this section of the manual, and we recommend updating to the latest version of ClientTracker. click here for information how to upgrade.

ClientTracker is shipped without passwords. Passwords are optional. You can set one or two passwords: the Admin has access to every part of ClientTracker . The Staff level cannot set or change passwords or run financial reports. Correct entry of a password will be
required every time ClientTracker is opened if you set one or both passwords.

Password Setup

Click the Password Setup button to go to the Admin Settings screen to set Admin or Staff passwords. Make sure to write down the passwords and keep them in a safe place. If you forget your password, ClientTracker support can provide you with a temporary password.

Admin Password - Click Set Admin Password and type the password twice to confirm. (Passwords can be any length that fits in the entry window, and are NOT case sensitive.) After successful entry, the button will say, Change Password. Clicking it again will require correct entry of the current Admin password before it can be changed.

Staff Password - Click Set Staff Password if you desire a more detailed level of security. The entry and editing procedures are the same. The Staff password can be set only after an Admin password has been entered.

Access Privileges

If only an Admin password is set, the only way to open ClientTracker is with the Admin password, which has access to everything. However, use of a Staff password will restrict access to the following areas:

All other areas of ClientTracker would be accessible after Staff login.

Video

Changing a Password

Change a password at any time
with Admin access by clicking the Password Setup
button on the Settings/Program/Defaults tab. On the
Admin Setup screen, click either button to change a password. You will be asked
to enter the current Admin password, and the new password (twice to confirm).

To set ClientTracker not to use any passwords, leave the new password
fields completely blank for both Staff and Admin, and click OK.

Note: If you remove the
Admin password, the Staff password will also be cleared
automatically.

Opening ClientTracker with Password Protection

If you have
set any passwords, every time you open ClientTracker a Login dialog box will ask a password.
ClientTracker knows if it is for Admin or Staff. Other Login
options are:

Click Close and ClientTracker will close
without any access.

Click Lost Pswrd to view information
about how to contact Ginkgo Software for a temporary password.

[Version 5.0] A new Name field appears on the Password Login dialog box. This must have a name entered to continue. It will show in the "Access Name" field of the new Access Log (see Access Log below).

Lost or Incorrect Password

If you have lost or forgotten your Admin password, click Lost Psword button in the Login box for for instructions on how to request a temporary password.

Once you receive your temporary password, open ClientTracker again and click Lost Pswrd. In the next box, click the Reset button and enter the temporary password EXACTLY as it was received. Next, you will be asked to enter a new password of your choice.

If anyone tries to login more than 5 times with an incorrect password, they will see a warning box with the choice to close ClientTracker or contact Ginkgo Software for a temporary password.

ClientTracker Registration Information

Click View Registration Information to see the current info, including Practice Name and Registration Code. If passwords are set up, this can only be accessed by those with Admin privileges.

You can set default data to appear in Method field when creating payments - a time saver if this is usually the same thing. As with all defaults, this can be changed to something else on individual invoices.

When creating payments, if you leave the Check # or Credit Card # blank, you have the option of being reminded to fill it in before continuing. Check the appropriate box to enable these reminders.

Checking this box will display the client's account balance on the headers of client screens. The amount shown (if any) would be the total of the amounts due from the client, and any applicable insurance. These amounts can be viewed separately on theClients/Invoices tab.

A small "CR" will also show if the client has available credit for his/her account.

Checking this box enables use of the register. If it is checked, the Register tab appears when you click the Financials icon to view the main list of invoices. Use the optional Register to track withdrawals & deposits, and reconcile bank statements for one account.

ClientTracker allows you to enter practice address, logo, and other information in one place, and provides flexible choices for how they will look on printed documents. If you have pre-printed letterhead, you can use that. You can change the print header settings at any time. ClientTracker ships with the default choices and placement that most closely resemble those in v3.41. See Select and Format Your Print Header below for more info.

The Settings/Print tab is also the place to make choices about the footers of printed SOAP notes, and provides info about pre-printed envelopes. See Footers & Envelopes.

On Settings/Program/Print, there are two smaller tabs; each representing a choice of how you want your print headers to look throughout ClientTracker. Selecting one of these selects the header used on the first page of print layouts for Invoices & Reports, or Letters & Forms.

Graphic header (i.e. a graphic image you provide) to print on blank paper

Additionally, for Letters & Forms, the "second sheets" (i.e. all pages after the first page) will print with a smaller text header and no practice info. The "second sheet" text header includes:

Letters = The name of the recipient and the date

Form = The Name of the Form

Note: All ClientTracker headers extend across 8 1/2" by 11" paper, with a 1/2 to 3/4 inch margin for all sides. The first page header area is about 2 inches high. The second sheet's header area is about 1 inch high.

The default for this info is your Practice Address, phones, and email.
Whatever is entered there can be set or restored to the Address Info
area by clicking the Reset Address button.

Note: To change your Practice Name, you will need to obtain a new registration code from the Ginkgo Software web site. Copy & paste this URL into your browser: http://ginkgosoftware.com/registration/request_code.php

You can also select the placement of the Practice Name within the Text Header

On the Invoices & Reports tab, you can change your address and other practice info as it is displayed and printed on the Invoices & Reports header only, by typing whatever you want in the Address Info box, and choosing its placement within the Text
Header.

Click Reset Address to overwrite anything in this box with your current Practice Address, phones, and email info from Settings/Practice.

Note: The Reset Address button must be clicked the first time you enter your Practice Address and other info, or if you want to change any of that info and have it show on your invoice and report headers.

If you choose a split address placement (e.g. Middle-Split or Bottom-Split), any text changes should be made in the Split Address Info area at the bottom of the tab.

Tip: The placement of the Practice Name and Address Info are separate, and some combinations may cause overlapping. Choose any combination, and the results of your choices will display above.

The Letters & Forms tab lets you use a graphic of your choice as a "letterhead" for the first page only of your Letters and Forms printed from ClientTracker. The Header Preference must be set to "Graphic above" for it to be used.

The graphic can be black & white or color; depending on the capabilities of your printer.

The ideal size for the graphic is about 300 pixels high by 1000 pixels wide (about 4 1/8 x 13 7/8 inches, or 35.25 x 10.5 cm). This is a 3:10 ratio.

The recommended minimum resolution for the graphic is 300 dpi

Use .jpg or .png file format for best results

Like other images and files used in ClientTracker, the source file must already be located on your computer, so its location can be referenced, or "linked" in ClientTracker. If you move the source file, the link will be broken, but can be re-linked easily.

Link to a Graphic - Click link to your header graphic to begin. Browse your computer to locate the graphic; then double-click it to link.

After linking, click change header graphic to link another graphic (or find and re-link the original if the link gets broken), or delete to leave the Graphic Header blank.

Tip: Once linked, the graphic file path will show at the bottom of the tab. click to copy path and paste it as needed; e.g. to find that location in your computer.

Select Header Preference for Letters & Forms

The default you set here will be auto-selected in the Print Options pop-up window whenever you choose to print a Letter or Form. You can always select another option to print.

Pre-printed stationery - Will print no header on the first page, so you can use your practice's pre-printed stationery. Use blank sheets or additional stationery as desired for "second sheets" or additional pages.

Invoices & Reports Header - Will print the Text Header that you set up in the Invoices & Reports tab.

Graphic Header - Will print the Graphic Header that you have linked or left blank.

Tip: It is a good idea to test-print and review your selected Print Headers - especially for Letters & Forms - before you produce any "real" communication, invoices, or reports.

Footers - Check the box to show the "printed on" date & time in the footer of printed SOAP Notes. Once selected, this info will come from your computer's system date and time. Leave this box unchecked to NOT print this information.

Envelopes - Whenever you print envelopes, you will have a choice of using:

Pre-printed #10 envelopes = your return address will not be printed by ClientTracker

ClientTracker allows you to link existing files and photos on your computer to client and SOAP records. The files themselves must be stored in a special folder called "ClientTracker Files-Photos." This folders starts out within the main ClientTracker folder and can be moved to any location on your computer or network. With basic file management skills of renaming and moving files to this folder, you can:

To link files or photos to ClientTracker, you must use the Default File Path. This is set up on installation, but may need to be set for some computers after installation. Files and photos must always be in the ClientTracker Files-Photos folder, which is located within the ClientTracker 6.0 folder on your computer.

To set the Default File Path at any time, go to Settings/Program/Utilities and click the Set Path button, locate the folder in its new location and select it, then click OK.

IMPORTANT: If you choose to link any electronic file or photo to ClientTracker, it will be placed in the ClientTracker Files-Photos folder. It is best practice to name your files according to a systematic file management protocol. See File Management Tips below.

You can move the ClientTracker Files-Photos folder to another location at any time, but do NOT change its name. If you move the folder, you can must reset the Default File Path in order to keep the files and photos linked to their respective clients and SOAP Notes.

To link a File or Photo: Click the appropriate New button as described in the different sections of this Manual (see above). Browse the ClientTracker Files-Photos folder until you find the target file, then double-click it or select and click Open.

Note: If you move the folder containing your files after they have been linked, a message will appear: "The link to this file is broken." To remedy this, reset the Default File Path immediately to its new location, and all the links will be restored.

Note: A file or photo with odd characters like $ in its file name will not work with the ClientTracker system. Standard file name characters like a period or hyphen are acceptable.

Good file management skills are essential in this
age of electronic medial records. We strongly recommend establishing a
file naming protocol that makes it easy to identify the client, guarantees unique
file names, and is easy to remember for those times when you're naming
files "on the fly." Consistency is key.

IMPORTANT: File names must always be unique if they are in the same folder.

Tip: It is helpful to name your files so they are grouped and sorted within the folder.

EXAMPLES:

To sort by last name:

Smith_John_Blood_Work_10-12-09

Smith_John_Blood_Work_10-12-31

To sort by chart number:

123456_JS_Blood_Work_10-12-09

123456_JS_Blood_Work_10-12-31

To sort by date:

10_12_09_Smith_John_Blood_Work

10_12_31_Smith_John_Blood_Work

Tip: When entering dates in file names, it's a good idea to use YY-MM-DD convention so that they will be in chronological order when sorted by date. In other words, put the year first, or May 12, 2009 (5-12-09) could sort before September 12, 2007 (9-12-07).

Warning: If you ever receive an alert that the file name already exists, USE EXTREME CAUTION not to overwrite the existing file with the new one, or you could wind up with the wrong file linked to the wrong client. This is why unique file names are so important.

Customize the size of the ClientTracker, either by the Zoom or Window Size. Experiment to find the best viewing options for your computer and its screen resolution.Zoom SettingsIf you find ClientTracker's text to be too large or
small, try adjusting this setting, then click the Apply button to effect the change.

When Zoom Level is set to 150%, the main window of the ClientTracker program will adjust proportionately to the larger screen objects. In other words, the entire program will appear 150% larger.

IMPORTANT:
In some Mac OS 10.6, Snow Leopard, ClientTracker's Zoom 150% setting can sometimes cause
instability such as program "freezing" or "crashing." If you experience
any problems in your computer, please do not use the 150% Zoom; set it
back to 100%.

Window ControlBeginning with v4.0.12, ClientTracker will stay the size you choose.

Mac - Simply drag the window to be any size you want.

Windows - The window size can be adjusted to fill the entire scree or be smaller size of ClientTracker data window.

The Full Screen option will fill the screen so you will see blank space at the bottom and right side of ClientTracker.

Note: The fonts and graphics are not scalable, and will not increase in size if the window size is changed. ClientTracker is designed for the smaller window setting. To increase the size of all ClientTracker elements, use the Zoom Settings above.

Tip: You may also want to adjust your screen resolution (e.g. 1024 v 728 pixels), OS display settings, or even the monitor itself to find the ideal size for your monitor and viewing preferences.

Beginning with version 4.0.20, every place where you enter a ZIP Code has a ZIP link that when clicked will open in your browser a web site. ClientTracker comes with the current URL for the USPS ZIP+4 lookup page, so you can enter the address and find the proper ZIP+4 Code to ensure a valid address for billing insurance.

As of January 1 2012, the zips in Boxes 32 & 33 on the 1500 claim forms need ZIP+4 Codes to be valid per HIPAA 5010 regulations. These are pulled from the source data in ClientTracker, which is the ZIP field in the Practitioners and your Practice.

Tip: To add a ZIP+4 Code to an already-created 1500 claim form, you must first enter it in the ZIP field of the person's Address tab, and then go to the 1500 and click the Refresh Information button.

Whatever URL you enter will be opened when you click a ZIP link elsewhere in ClientTracker. If you use another lookup site or the URL changes, simply update it here.

Value Lists are a finite list of possible choices for entering data in a field. ClientTracker lets you customize what you see as choices in some lists. Customizable lists are located in Settings/Program, in the Value Lists tab. For more info, see Managing Value Lists or Data Entry with Value Lists below.

The sources of Value Lists are:

Permanent System Lists of choices provided by ClientTracker (e.g. payment types). These are not modifiable.

Modifiable System Lists populated from records you create and manage in ClientTracker (e.g. names of active practitioners). These are customizable because they act like a list of whatever you have entered into that field.

Modifiable Value Lists display every value you have entered into the field. These are a pop-up menu of existing values only. To add to the list and enter a new value into the field, select "Other..." at the bottom of the list.

On Settings/Program, use the Value Lists tab to access the Custom Value Lists. Simply type any values used by your practice into the respective lists; separated by a Return (Enter). The list fields are scrollable, and set to the maximum display width for the values.

ClientTracker adds some values to your lists automatically, if they are important to its functions. These cannot be removed from the lists.

Regardless of the order in which you enter the values, the resulting lists will always display in alphabetical order on the data entry fields where they are used.

The values in the list should not exceed the width of the entry field

Note: Removing a value from a list does not remove it from any records where that value was used. Some values are available as search criteria in finding records, creating reports, etc. If you want to be able to find records with a certain value; it must be available on the list.

Beginning with version 5.2, you can send text messages from ClientTracker using a special email address (aka "SMS address") defined by the Phone Plan Carrier and composed of 2 parts:

The area code and phone number of the recipient (numbers only), and

The SMS domain provided by their Carrier

www.freecarrierlookup.com will give you the domain needed.

Note: You will need to identify the carrier for your Clients, and enter this SMS address as an email address.

Maintaining an accurate list of carries and domains is helpful to this process. A starting list is provided by ClientTracker; however, you are responsible for keeping it up to date, and adding new entries to the list. The list is located on the Value Lists tab of the Settings / Program area. It is also available in the small Text Address pop-up window when you choose to enter a Text Address on the Clients Personal screen (from the Phone - Email tab).

A Text Address is supported for Clients only

Add a New EntryGo to the last row in the list by using the scroll handle on the side, or click the +New button. Enter both a Carrier name and a Domain. When you enter a text or SMS address, you will pick a Carrier name from the list and the associated Domain is used to build the address. This is easier than having to remember the domains.

To delete an entry from the list, click the red Delete button at the right of its row.

When available for data entry, the Value Lists function in two different ways:

Optional use of the list - Drop-down List

Some value lists that allow ad hoc entry of data in the field; without using the list (e.g. phone or email type). Ad hoc values are not added to the lists. To enter an ad hoc value, click the field again after the list drops down.

In large lists, use the scroll bar to see more values, or you can type ahead to access values beginning with a certain letter.

This type of value list is called a "drop-down list" in this manual.

Mandatory use of the list - Pop-up Menu

Some Value Lists only allow entry of data from a pop-up menu (e.g. Inventory Type). These you can recognize because there is no option to click the field itself -- you must select a value from the menu. For large menus, you can scroll up or down using the small handles at the top or bottom of the menu. After you choose one, if you re-open the menu there is a small check mark next to the value already in the field.

This type of list can be added to by selecting "Other..." and typing the new value in the small pop-up window. The new value gets entered into the field, as well.

ClientTracker comes with standard diagnosis and procedure codes pre-entered. The Diagnosis Codes and Procedure Codes tabs in the Settings area allow you to edit these codes, or add your own codes using the New Code button.

While some codes are provided, the actual codes you use on claims and invoices and on SOAP notes, are your responsibility.

Note: If your office charges No Show and Invalid Cancellation Fees, create a record for these in either a Procedure Codes or an Inventory. Then you can add them to a client's invoice.

As with most lists, you can click on the header text of each column to sort the visible records by that column, in ascending or descending order. The dates when diagnosis and procedure codes were updated and modified are displayed, as well as a button to delete codes. The updated date refers to the date the codes were imported into ClientTracker from the Ginkgo Software website. The modified date is when they were modified by a user.

You can also mark the diagnosis codes or procedure codes you use most frequently, and these will come to the top of lists where you choose one during data entry.

To edit information in the diagnosis or procedure code List screens, you can click on the description, category, price, or any other field in a code (other than dates), and type new information. If you edit your codes or download updates, the new codes can be entered in new invoices, but previously created invoices are not affected.

The New Code button on the diagnosis code and procedure code list screens allows you to create a new code for your practice. There are also buttons to Show All Codes following a search, and Print your code lists.

The List screens can be sorted by any column that has a sort symbol.

Use the Delete button to permanently remove a code from its list. (Certain restrictions apply - see info on each type of code below.)

QuickFinder

You can search for specific codes with the QuickFinder at the bottom of the screen, by selecting a target column and typing the words or partial words you want to find in the description. For example, typing "neurological" in a category search displays all records in the neurological category.

Note: When a list is filtered by using the QuickFinder, the Print icon will print only the codes in the current found set.

For Diagnosis Codes, you can set the ICD-9 or other Code and Description that will be used when the code is
selected on an invoice. For your own information, you can optionally set Category, Pain designation, and/or Modality. Codes can be designated "Frequent," and will sort first alphabetically in lists.

For procedure codes, you can set the default modifiers, quantity, price, and tax rate class If any)
that will be used when the code is selected on an invoice. You should enter your practice's price for each procedure in the Price column before generating any invoices. For more information on setting the tax rates, see Settings> Practice>Sales Tax Overview.

Note: A negative Price cannot be entered.Tip: When you change the price on a Procedure Code, it will be updated on any SOAP Template or future SOAP Note on which it is being used. The same is true if you change the tax rate. (Past procedures on SOAP Notes and invoices will not change in price.)

IMPORTANT: Procedure Codes cannot be deleted if they have been used on a SOAP Template, or on a future SOAP Note.

[5.2] New Price Change AlertStarting with version 5.2, there is a "Price Change Alert" checkbox at the bottom of the master Procedure Code List. Check this to alert you when creating an invoice that copies an old price from a previous invoice.

This
is accessed from the main Procedure Codes list (not the Reports area).
The report offers a choice of a list of Clients who purchased that
Procedure, or a list of
Invoices on which it appears.

To begin, click the Run Report
link in any Procedure Code row to open The Procedures Sold Report
pop-up window. Enter a date range (i.e to and from), and choose your
report by clicking the by Clients or by Invoices button.

If you choose to view by Invoices,
you will have a further option to view the report results on the
Invoice List screen (with all its functions), or print the results as a
report.

Note: Procedures appear on this report when they have been added to an invoice, whether or not they are paid.

When the update is complete, the only visible change in ClientTracker will be the message in the Diagnosis List footer. Click the ( ? ) button to see a popup with more information.

Step 1

When you're ready, click the Update button. The update should take 1-3 minutes to run, depending on the size of your Diagnosis Code list and the speed of your computer. When it's finished, a list of the changed codes will display.

Step 2 - We strongly recommend that you print this list for reference, using the Print button at the top. At any time you can or open the Information popover with the [ i ] button.

Changed codes will have a pink [ i ] button. Brief information about the code changes will appear in the Notes field.

If a code is not to be used starting October 1, 2016, the code and description show in red letters; this is both on this list and the CodeTracker. You may need to still submit claims with a Date of Server for September 30,2016 or earlier. Once you are certain you no longer need this outdated code, please tag it "Inactive". This way it will not clutter up your CodeTracker.

The ClientTracker calendar is a system of schedules on which you can create manage client visits to your practice. There are many ways to use it, including list or graphic views, printouts, reminders, and communications.

Most Calendar screens have a display of Daily Totals, or in the case of
the "All Appointments" view, a list of Date Range Totals. These
displays show the totals of Valid Appointments,
Initial Visit, Birthday, Cancel Valid, Cancel Invalid, and No Show
appointments for the schedule being viewed.

Visit totals are also at the bottom of printed Visit reports and schedules,

Before you go directly to the calendar to start making appointments, you have the choice of having the calendar open in one window or two windows. Having the calendar open in its own window, allows you to go to any other part of ClientTracker and always have the calendar open for reference or quick use.

Go to Settings, Program Default and check the View Calendar in a Separate Window box.

When you first open the calendar, the current day is displayed in the default view you set in Settings/Program. The main choices of view are: Column View (by Practitioner or by Room), or List View (by Practitioner or by Date Range).

The Day, Week, and Month tabs allow you to switch the scope of the schedule. This is handy for looking at upcoming or past appointments, and for seeing when to schedule new appointments.

Day tab - takes you to the last selected view for the currently selected day.

Month tab - displays the currently selected month in a grid, or calendar page view

Each view is explained in more detail below.

Select a View

Each view screen has one or two drop-down View Selectors to the right of the day and date near the top of the screen. By selecting a view from the drop-down menu, you can choose to view the schedule as appropriate to the chosen view screen.

An appointment can be made easily in any view (see Calendar> Create New Appointments for more info). In a List View, the appointments and reminders appear as rows of separate lists. In a Column View, appointments and reminders appear as "bubbles" on the schedule, spanning from their start time to their end time, and displaying the client's name. Depending on the actual view screen, the room or practitioner's initials may also be shown.

Select a Date

There are several ways to select a date, all of which appear on both list or column Day views. There are slight variations for Week or Month, which are discussed below.

Click a day in the small "date picker" calendar on the left to go to that day. This small monthly calendar indicates the selected day and month, and Today (if appropriate).

Use the previous [<] or next [>] arrow buttons just above the date picker calendar to view the same day in a different month.

Click the date showing just below the monthly calendar for a drop-down calendar date picker. Or, click it a second time to simply enter the target date; then click the magnifying glass to display it.

In the Control Panel of a Day view screen, click the Prev. or Next arrow buttons to move to the previous or next day.

In the Control Panel of any Calendar screen, click the Today icon to quickly return to the current day.

Select View "As a List" from the drop-down menu at the top of the column view by Day to display the calendar as separate portals of all appointments and reminders for that day. The portals can be scrolled up or down, and seen for just one practitioner or All.

All Appointments

The View "All Appointments" choice in the drop-down view selector will display all future, present, and past appointments in a selected Date Range; with all reminders in a separate portal. This list will default to all appointments from 30 days ago to the current date, to save time loading what might be a long list. You can change the Start and End dates to show any time period.

Similarities

In either List view, the Control Panel has the same five main icons as other screens in the Calendar area. For more information on their functions, see the referenced details.

Print- When used from a List View screen, this will print all the appointments and reminders in the portals (i.e. for one or all practitioners). The printed list will be grouped by Day. See Calendar> Printing Calendar Information for more info.

Similar Functions in Portal Rows

Appointments - Click on a portal row to open the Appointment pop-up window for the scheduled visit,

Reminders - Click on a row to open the Reminder pop-up window, or check the Done box (optional) to show the event has been taken care of.

Color Coding of Appointments - When an appointment is displayed in any view, the client name will be in a different color to signify various events.

Blue = Appointment falls on client's birthday.

Green = Initial Visit

Red= No Show

Red= Canceled Invalid (List view only)

Gray = Canceled Valid (List view only)

Other Similar Functions

Use the Export Appointments button to create
a file of appointment data that can be imported into another program or
device. See Calendar> Export Appointments
for more info.

Differences

Day List View

The Today icon in the Control Panel will display all appointments and reminders for the current date. You can also use the Prev. and Next buttons in the Record Navigator to see adjacent dates.

All the date picker options are available on this screen. Selecting a new date will display that day's appointments and reminders in the same portals.

If the client has a valid email marked as "Use," an Email icon will show at the right of the row. Click this to send or resend an appointment confirmation email. For more info, see Calendar> Appointment Confirmations.

There is a Confirmed field at the end of each row, where you can manually enter a date. Click to automatically enter today's date, or modify the date as needed. This date is only entered automatically if you use appointment confirmation emails Calendar> Appointment Confirmations and choose to have it filled when they are sent, and use of the field is optional.

Hover your mouse over an appointment, and a tool tip will show the client's DOB, phone number, optional ID, and if an invoice has been created, the invoice number and amount. The tool tip will also show if this appointment has been assigned to any of the three visist series, Insurance Series, Client Series or Payment on Account Package Series.

The pencil, that shows on the list view, indicates that no invoice has been generated for this appointment.

The Green person, indicates that it is either the first visit in this office or with a specific practitioner.

Any time you see a package, it indicates that this visit is applied to one of the three types of visit series.

Tip:
List View by Day is usually best for reviewing a day's appointments, or
checking in clients, as it displays all appointments for one day in a
sortable portal that includes sorting by time.

All Appointments View

This view will load to show all appointments and reminders for the past 30 days. You can change the date range by entering the Start and End date in the QuickFinder fields to the left of the appointments portal. Click reset to set them back to the past 30-day period, or click a clear link to remove a date.

The columns of the portal lists can be sorted by clicking the headers. For example, the display loads with the most current (descending) appointments and reminders showing first. Click to toggle ascending or descending.

There is a Go button on the right of each appointment and reminder row. Clicking it will go to the Day List View for that date.

Select View "By Practitioner" or "By Room" from the drop-down view selector, and ClientTracker provides an interactive, graphical display of an appointment book, which can be viewed by Day or Week. The left and right sides represent times of the day, and are called the "time line." The columns can be displayed by practitioner or by room; each with its own column. The View by Room display can also be viewed by practitioner.

If there are two or fewer active practitioners or rooms listed in Settings/Practice, only two columns are displayed. If there are three or more listed, five columns are displayed. The five column view can be scrolled horizontally left or right to accommodate larger numbers of practitioners or rooms, by clicking the narrow horizontal scroll button shown at left. The button for horizontal scrolling will display only if there are more than five practitioners or rooms; depending on the selected view.

In the column views, appointments show as a gray "bubble" spanning a vertical portion of the column from start time to end time. Reminders show as a green bubble, and any bubbles can overlap in the same column.

Appointments - Can be overlapped or "double booked" for any practitioner, but not for a room. Click the time slot on any column to make an appointment.

Clicking an existing appointment in a column will open its Appointment pop-up info window. Sometimes, to create an overlapping appointment, it is best to use the New Appt button in the Control Panel.

Reminders can also be used to indicate an appointment slot that is "blocked" or unavailable, but will not prevent the creation of an appointment.

Note: When appointments and/or reminders overlap on a column view schedule, a small red asterisk [ * ] will show in that time slot.

If an appointment and reminder are in the same time slot, they will be offset so you can click to see either one.

If more than one appointment or more than one reminder occupy exactly the same time slot, they will overlap and all of them can only be seen in List View.

Scrolling the Column View Display

In the Day and Week views, regardless of the number of columns, the entire "page" of the calendar can be scrolled up and down in either 1 or 3 hour increments by use of the time line.

To scroll 3 hours, just click the orange triangle at the top or bottom of the time line

To scroll 1 hour, hold down the Shift key while clicking an orange triangle

Tip: If appointments or reminders exist outside of the viewable area, the orange triangle has a white triangle inside it, as shown.

The graphic column view starts with the topmost hour being the one selected in Settings/Program, and can be scrolled up (earlier) or down (later) until 12 midnight.

If there are more than five active practitioners or rooms, each will have its own column in the respective Practitioner or Room view, and new horizontal scrolling controls will appear. Only five columns are visible at a time. The columns will scroll as many as five at a time.

There are a variety of Day Views that show one day's appointments and reminders only. When you first open the calendar, it will show the current day in the view selected as the default in Settings/Program (either column or list view). You can change the view as follows:

View - display the currently selected date:

By Practitioner = Column view, with each active practitioner in his/her own column

By Room = Column view, with each active Room in its own column

As a List = List view of the currently selected date

All Appointments = List view of all the appointments and reminders in ClientTracker

Practitioner - Modify the currently selected view to show a single practitioner (select from the drop-down list of active practitioners), or All Practitioners (click the All link next to the list)

Select a Date

There are several ways to select a date, all of which appear on both list or column Day Views. There are slight variations for Week or Month, which are discussed below.

Note: The green highlight color in the calendar displays signifies the selected day; that is, the day you are currently viewing/working on. In week view or month view, it is the date that will be automatically entered in the new appointment dialog box. By contrast, "Today" is highlighted in peach.

Click a day in the small "date picker" calendar on the left to go to that day. This small monthly calendar indicates the selected day and month, and Today (if appropriate).

Use the previous [<] or next [>] arrow buttons in the Navigation Bar just above the date picker calendar to view the same day in an adjacent month.

Click the date showing just below the monthly calendar for a drop-down calendar date picker. Or, click it a second time to manually enter the target date; then click the small magnifying glass to display it.

In the Control Panel of a Day or Week view screen, click the Prev. or Next arrow buttons to move to the previous or next day or week.

In the Month view, there are two Navigation Bars that go to the previous or next month or year.

In the Control Panel, click the Today icon to quickly return to the current day.

Note: When on a Day View, clicking the Print icon will result in a variety of choices and formats for printing a single day's schedule of appointments and reminders. See Calendar> Printing Calendar Information for more info.

Click the Week tab to view the schedule for a whole week in column format. It looks much the same as a column view by Day, except that now there is one column for each day of the week (but only five columns show at a time). The Week view is also scrollable horizontally and vertically. Scroll left to view Monday through Friday. Scroll right, and it shifts to Wednesday through Sunday. Scrolling up or down with the time line works the same way (see "Column Views" above.)

The display can be viewed only by practitioner, showing one or all practitioners. Appointments and reminders for different practitioners and/or rooms may overlap in the display. (If they do, a small red asterisk will appear next to the client name.) This view is most useful when looking at a week's schedule for one practitioner.

When first accessed, the Week view will show Monday through Friday of the week containing the currently selected day, unless the selected day is a Saturday or Sunday, in which case it shows Wednesday through Sunday. The selected day shows with green text in its black header, and the current day shows with orange text.

The Week view displays in different ways than the Day view:

When you change the selected day in the small monthly calendar or date picker to the left, the Week view may change accordingly.

Click any column's header, and you will see that day's appointments in the default Day view selected in Settings/Program.

You can also switch to the last-used Day view for the currently selected day by clicking the "Day" tab at the top

From the Week view, the Print icon will print a week's schedule of appointments and reminders for the selected practitioner, in a simplified column format.

Tip: To print a week's schedule of appointments in a variety of formats, enter the week Start and End dates in the date range QuickFinder fields on the All Appointments view.

Power Tip: When working with the week view, if you have a specific date you are working within that week, click it in the small month calendar on the left side. Then, click the appointment you want to go to a SOAP note or generate an invoice. Once there, if you want to go back to the week view, click the back button. If you click the calendar button, you will go back to the date on the calendar you were working with.

Click the Month tab to view the Calendar schedule for the entire current month. The Month View looks like a standard calendar, displaying dates with only the first four appointments of the day showing. If there are more than four appointments in that day, a small blue "more" shows at the bottom of that day. Also, if there are reminders for that day, a small green "Reminders" message will show.

Clicking on a date will take you to the default Day View for that date (the default is set in Settings/Program). Clicking on the yellow dot to the right of any week will take you to the Week View for that week.

In the Functions Bar are month and year navigation bars with previous [<] and next [>] buttons to display a different month and/or year. The month navigation bar also has a drop-down menu in the middle where you can quickly choose to view another month in the same year.

In Month view, you can display a month's worth of appointments for any single practitioner, or all practitioners (within the limitations of the display). Use the drop-down view selector in the top banner next to the tabs.

Clicking the Print icon in Month view will print a representative calendar page, showing only the first few appointments for each day in the current month.

Tip: To print a week's schedule of
appointments in a variety of formats, enter the week Start and End dates
in the date range QuickFinder fields on the All Appointments view.

Notes:

When you switch to a Day View, ClientTracker will always load the default view, which you set in Settings/Program Settings. If needed, simply select the same practitioner from the drop-down filter in the new view as needed.

Appointments and reminders can be created from the Month View screen, but their details cannot be viewed or edited except on other calendar screens.

ClientTracker's graphical Column Views make it simple to search for open appointments broadly, or in a more focused way.

Note: The List and Month views show only scheduled appointments; not open time slots. Use the Day or Week Column Views to look for open appointments.

In the Day or Week view, you can see the columns (and their open appointments) by Room, by a selected Practitioner, or for All Practitioners. If there are more columns than the 5 displayed, use the horizontal scroll bars (explained above) to see more. The selected time range will stay the same as you scroll left or right through the columns.

Use the date picker calendar to go to a new day or week.

For more info about making appointments once you find an open slot, see:

Recurring - Create multiple appointments for one client, sharing practitioner, room, start and end times, SOAP Templates, and other appointment info. See Calendar> Recurring Appointments for more info.

1. In a Column View screen by Day or by Week, click the New Appt button in the Functions Panel or an empty time slot in a column to begin.

If an appointment already exists in a column view time slot, clicking it will open the pop-up Appointment info window for the existing appointment.

If only a reminder is in a calendar view time slot, it will be flush right in the column, allowing a small space to the left within the same time slot where you can click to create an appointment.

Note: A new appointment can be made in a Column View screen either by clicking an empty time slot, or Shift-click if there is already an appointment there. Ctrl-click will create a new reminder.

2. In a List View screen, click the New Appt button.

STEP 2- Use the Appointment QuickFinder to Locate a Client

The first pop-up Appointment window you see will tell you to "start typing a name to choose a client." Type a few letters in the QuickFinder, and the portal below will change with each keystroke to display only those clients who have the text as part of their name.

Note: Insured persons are used for Client insurance policies, and cannot be scheduled for appointments. However, you can turn an Insured person into a client by selecting them in the QuickFinder to access their Detail screen. See Clients> Client Invoices Tab for more info.

If you are sure that the person you are looking for is not displayed, click New Client to create an appointment for a new client (see Appointments for New Clients).

Enter appointment information in the main Appointment pop-up window. Required information is marked below with an asterisk (*).

Client* - Selected from the QuickFinder, client record, or created as a new client. Click the client icon in the pop-up window's banner next to the current client's name to change the client (see example at left).

Date* - Auto-entered from the currently selected date on the calendar. Click the date to change it.

Note: There is no restriction on how far in the future or past an appointment date can be.

Practitioner* - Auto-entered from the schedule if you clicked a time slot from a specific practitioner's column to begin. Otherwise, the auto-entry options below will apply. Select or change the practitioner from the pop-up menu.

Practitioner Auto-Entry Options

If there is only one practitioner, he/she is auto-entered

If there is more than one practitioner, you can designate one as the primary for auto-entry

If the client has a default practitioner chosen in Clients/Personal/Defaults, he/she will be auto-entered

Room* - Auto-entered from the schedule if you clicked a time slot from a specific room's column to begin. Otherwise, the auto-entry options below will apply. Select or change the room from the pop-up menu.

Room Auto-Entry Options

If there is only one room, it will load automatically

If there is more than one room, you can designate one as the primary room which will load automatically (Settings>Practice>Rooms subtab)

Package* On the appointment pop-up, If there is a package,
this indicates that the patient has one or more visit series available to use. Click the package
to choose which series to apply the visit to. For more information about visit series, please see Package Visit Series> Introduction

Start Time* - Auto-entered from the schedule if you clicked a time slot from a specific column to begin. Otherwise, select or change the time from the pop-up menus.

End Time* - The end time will be automatically set for the default duration according to your choice in Settings/Program. You may also select or change the time from the pop-up menus.

Time Entry Options

The end time of the appointment can be manually changed as needed. If the start time is edited to be earlier or later, the end time does not change according to the default settings.

If an appointment is scheduled to exceed the default duration in Settings/Program, you will see a message and given the choice to Cancel or Allow the longer appointment.

Appointment Type - (Optional) This can be anything you want. Choose from the drop-down menu of values that shows when you click the field, or click again to enter text.

Appointment Notes - (Optional) This is automatically filled with text from the client's Check-In Info from their Personal screen. The text can be added to or edited as needed, and when printing schedules you will have the option to print the notes or not.

SOAP Template - (Not editable in the Appointment pop-up window) If a SOAP Template is set up for the chosen practitioner, it will be assigned to the appointment. This can be changed from the SOAP note. See SOAP Notes> SOAP Templates>Manage SOAP Templatesfor more info.

Hide Initial Visit Flag - (Conditional) This checkbox shows only if a client is seeing the chosen practitioner for the first time. Checking this box will hide the Initial Visit flag that appears on the calendar, printed schedules, and visit information. See Calendar> The Calendar Area>List Views for more info.

Button Choices

Create Recurring - Apply all the current appointment information to create a series of recurring appointments. See Calendar> Recurring Appointments for more info.

Cancel - Abort creation of the appointment without warning, and lose all information entered.

Save - Create the appointment in the schedule, and display more info and options on the Appointment pop-up window. When you click Save, the following events will occur:

The appointment will be added to the visible calendar display, the client's list of Appointments & SOAPs, and the practitioner's list of appointments.

A SOAP note will be created for the appointment, using the SOAP Template indicated.

The Appointment pop-up will close.

Review - After saving, the pop-up window changes to provide more options:

Review all the appointment details, and change if needed

Access client contact information (closes the pop-up)

Access the SOAP note (closes the pop-up)

Create an invoice
(closes the pop-up)

For more info, see below

Simply click Close this Window to close the Appointment pop-up window without any further changes.

Note: In Column Views, the appointment may overlap with other appointments or reminders for a practitioner, as this is allowed by ClientTracker. If this happens, a red asterisk [ * ] will appear next to the client's name. Use List View to see all appointments and reminders in a time slot. See below for more information.

When creating an appointment, you may know you are dealing with a new client (i.e. one never seen before at your practice), or you may need to check if they are already in ClientTracker. The goal is to avoid duplicate entries of clients as much as possible.

ClientTracker allows you to create a new client "on the fly," without leaving the calendar area. Simply click the New Appointment button or a slot in the calendar to access the QuickFinder in the Appointment pop-up window (see above).

If you are unsure whether a person has been seen before, enter his/her name in the QuickFinder, and see if there are any matches. (Be sure to check for Insured matches in the blue link below the list, if you bill insurance.)

If there are no matches, or if you are certain this is indeed a new client, click the New Client button to switch to a quick entry pop-up.

Tip: A tooltip will display additional information for each match in the QuickFinder portal. If you need to view a client record to see more information, click Cancel to close the Appointment window, then go to the Clients area and search for the client the usual way.

The New Client button will provide a small screen for entering vital information about a new client, as the the appointment is in the process of being made.

Enter at least the first and last name, and a phone number. You can enter more info in the spaces provided, or make the appointment first; then go to the new client's record to add more.

Clicking Cancel on this screen will abort both the creation of a new client and the appointment.

Note: If a new client is created from the Appointment pop-up window, clicking the Continue button creates the client record - which will remain in ClientTracker even if the appointment creation is canceled, or the appointment is subsequently deleted.

Tip: Whenever the first appointment is made for a client, the Appointment pop-up window has a checkbox: "Hide Initial Visit Flag." Select this, for example, for clients you have been seen before, but are scheduling their first appointment in ClientTracker. If this is checked, the client's name will not display in green on the schedule; nor will any other Initial Visit flags show.

Click the Clients icon in the Functions Bar, and select the client for whom you wish to make an appointment.

From the Clients/Personal tab, click the New Appointment button. This displays the Appointment pop-up window. Follow the process described above to create an appointment.

Differences are:

You will not be able to see the calendar, but will remain in the Clients area

The date, times, and room for the appointment will be blank

You can see all past, present, and future Appointments & SOAPs for a client by clicking that tab. From there, you can create a new appointment in the same way as above by clicking the New SOAP icon in the Control Panel. This method is also available on the SOAP Detail screen.

Tip:A SOAP Note is the same as an appointment in this regard. Creating a new SOAP Note will begin the New Appointment process; after which you can access the SOAP Note by clicking the SOAP button in the final Appointment window.

When creating or editing an appointment, a pop-up message will alert you if there are any scheduling conflicts if the same Room is used. Reminders and appointments can be scheduled in the same time slot according to the guidelines below.

Practitioners can be double-booked in the same time slot; limited only by the capacity of the rooms.

Double-Booking (or Group) Appointments - Multiple appointments for the same room, practitioner and/or time slot are possible using the following guidelines:

From the List view, make the double-booked appointment with New Appt icon.

In Practitioner or Room view, Shift-click on the time spot of your choice (even if it already shows an appointment).

A subsequent appointment can be made overlapping from a previous time slot.

Subsequent recurring appointments can be booked as double-booked appointments.

Double-booking appointments in a Room is possible; up to the capacity set for the room - even with different practitioners.

In effect, the number of appointments possible for any one practitioner in the same time slot is limited by the combined capacity of rooms in your ClientTracker.

For each of these methods, when the Appointment window pops up, fill out the overlapping times and other info for the second appointment as usual, then click Save.

Overlapping Appointments in Column View

When a Practitioner or Room time slot has more than one appointment, one or more red asterisks [ * ] will appear at the left of each time slot. However, only the most recent appointment made is visible in the Column view screen.

Click the time slot to open the Appointment info pop-up for the visible appointment.

Shift-click the time slot to create a new appointment beginning in that same time slot.

Hover your mouse over the time slot to see a tooltip containing info about all the appointments in any time slot.

To see all overlapping appointments in a time slot, use the List view.

Tip: To track clients who want a cancellation for certain times, create a practitioner called "Waiting List" and create appts for any client wanting an appt at that time.

The Appointment pop-up window appears right after a new appointment is created, or opens when you click on an existing appointment. It displays key information about the appointment and provides access to other related functions.

You can also open this Appointment pop-up window from both the SOAP Note list and detail screens. Click on the small yellow Notes image that is left of the appointment date (see example below). Some practices use this to identify why a client is being seen.

Throughout this manual, this is referred to as the "Appointment Info pop-up window."

Information

Many details about the appointment or client are displayed, depending on the type and conditions of the appointment. Most information is not editable from this pop-up. To change anything, click Edit (see Edit an Appointmentbelow).

The scheduled practitioner, room, date and time are displayed in the header

If the patient has one or more available series, you will see a package on the appointment pop up. This allows you to assign the appointment to the Insurance Series, Client Series or POA Package Series.

If this appointment is part of a recurring series, a conditional Recurring Appointment link will provide access to a portal of all the appointments in the series

This link will show as Next-to-Last or Last Recurring Appointment, as a reminder that a series is nearing its end

A tooltip will show more info about each recurring appointment in the portal

A status flag, such as "Initial Visit" or "Canceled Valid" will display as appropriate

Client balance and credit totals will display only if greater than zero

If any Appointment Notes were made, these will also show

Phone numbers and email addresses for the client are shown in scrollable rows. If there are more than one, the number of rows is displayed, and small scroll up/down buttons will become available.

Communication buttons allow you to create a Phone record or compose and send an Email. (See below).

(Optional) Use the Confirmed field to enter a date, if this is useful to your practice

Tip:Appointment Notes are auto-filled from the client's Check-In Info field on the Personal
screen for every appointment. You can add a note for an individual appointment when you create or edit the appointment.

Tip: Appointment Notes can be seen in 3 places: in tooltips, on printed schedules and on the Appointment Info pop-up window. You may want to put life-threatening issues in all caps to stand out.

Generate Invoice = If the appointment has no invoice generated or linked, this will offer the option to generate one (see Invoices & Payments> Manage Invoices for more info) If an invoice has not been generated, the pencil shows as a reminder to generate one.

Communication Buttons - There are five buttons and one blue link available for creating a communication to the client. All of these buttons will close the Appointment pop-up window as well.

Note: An appointment confirmation email may already have been sent automatically. If the client has a valid email, a Resend Confirmation Email link will show. Clicking this will create a new email confirmation message and record in the client's Communication portal.

A Phone button is displayed next to the client's phone number. Clicking this will open the Phone Call pop-up window.

An Email button is displayed next to the client's email address. Clicking this will start a new email communication to that client on the Composer screen.

The Letter or Form buttons will take you to the Composer screen to create a letter or form for this client.

The blue Pen Nib button will take you to the Communications List screen, and show all communications for that client.

Editing an appointment includes deleting, rescheduling, canceling, changing status, or making other changes to an existing appointment. You can edit a past, current, or future appointment.

The Appointment edit window is only accessible from the Appointment Info pop-up window by clicking the Edit button, after which you can perform the following actions:

Delete the Appointment - Click the Delete button, and a message will ask for confirmation. Choose Yes, and the appointment will be permanently deleted from ClientTracker with no history. If there is already an invoice for this appointment, you will have to void that first before you can delete the appointment.

Warning: Deleting an appointment will permanently delete any SOAP Notes associated with that appointment, which are part of the client's medical record if the client was seen.

Reschedule the Appointment - You can change any schedule parameter: date, time, room, and practitioner. Once you click OK, the appointment will move to the new location on the calendar. There will be no record of the change, and you will be given the option to send a new appointment confirmation email to the client.

Tip: If desired, make a note of the rescheduling in Appointment Notes before you save it.

Cancel the Appointment - Check Canceled Valid or Canceled Invalid and click OK, and the appointment will be removed from the Column and Month views of the calendar, but will still appear in List views and the client's Appointments & SOAPs screen; with a status of Canceled Valid or Canceled Invalid. (The client's name will be dimmed in the List views.)

Tip: Some practices use "Canceled Valid" to indicate when an appointment was canceled by the office, or by the client within an acceptable time frame. "Canceled Invalid" is intended to be used, for example, if your practice charges for last-minute cancellations.

Flag a No Show - Check No Show and click OK, and the appointment will remain in the all views of the calendar, and will appear in the client's Appointments & SOAPs screen with a status of No Show. (The client's name will also be colored on the List view.)

Tip: The cumulative statuses of a client's appointment history is tracked on the Client's Personal screen (SOAP Info tab), and from Reports/Templates & Marketing as the Clients' Visit & Invoice Summary.

Making Other Changes - You can always open the Appointment edit pop-up window to add to the Appointment Notes. Be sure to click OK to save any changes.

If the appointment is part of a recurring series, it can be isolated as a single appointment by clicking the Remove from Series link. To see the portal of all appointments in the series, click the conditional Recurring Appointment link. (See Calendar> Recurring Appointments for more info.)

Tip:Appointment Notes are auto-filled from the client's Check-In Info field on the Personal screen, or you can add to them manually. They can be seen on the Appointment Info pop-up window, in tooltips, and on printed schedules. A small yellow Notes icon will appear next to appointment listings if there are any Appointment Notes to read (see example below). Some practices use this to identify why a client is being seen.

In ClientTracker, finding appointments is the same as finding SOAP Notes or visits. All are synonymous as records of clients who will be or have been seen in your practice. An appointment becomes a "visit" in terminology after the appointment time passes. A SOAP Note is a medical record of a client visit.

To find any past, current, or upcoming visits & appointments, go to the Reports screen and run the "Find" report under Appointments & Visits. This opens the Find Appointments & Visits screen, where you can specify a variety of criteria.

Dates - Today, This Month, Last Month, All Dates, All Upcoming, or enter a Date Range

Practitioners - Active, All, or select one from a drop-down menu

Clients - All, or select one from a pop-up QuickFinder window

SOAP Type - All, or select from a drop-down list of your categories

Chief Complaint - Enter optional text to narrow your search to include only visits with SOAP Notes containing that text in the Chief Complaint field.

Status - Show only those that meet any combination of Initial Visit, Birthday, No Show, Cancel Valid, or Cancel Invalid

You can also specify the title of the displayed results of your find, (also known as a "found set"), which will show as a sortable, editable list. From this list screen, you can choose to print the results with or without a title.

Printing Found Appointments or Visits

Before printing, you can omit any unwanted appointments/visits from
the report by clicking the Omit button.
When ready, click the Print icon in the
Control Panel to open a pop-up window of "Visit Print Menu" choices.
Change or delete the title of the printout as needed, then select one
option:

Print as Appointments List = Like a schedule;
sorted by date and time; with appointment-related information.

Note: The appointments option is
also available via the Calendar. Clicking Print from
any Day view of the calendar gives you a preview of the Appointments
List, which you can then print. See Calendar> Printing Calendar Information for more info.

Print as Visits/SOAPs (sorted exactly as you see in your
displayed results)

From any Calendar view, at the top menu, click on "Waiting List", then choose "Waiting List" from the menu. Or use a combination of keys: Hold down Control + Shift + L.

From the Appointment pop-up window that is seen when you create an appointment, click the Waiting List button.

From any Client List screen, click the multi-client icon and choose Client Waiting List from the drop-down menu.

From any Client Personal screen, click the round Go (arrow) button in the Waiting List area.

On
this Client Waiting List screen, you can edit the controls (shown
with red text) that indicate why the Client is on the Waiting List. You
can also sort the columns to organize your list. Waiting List Controls

Date = Target date for appointment

Flag - Choose one:

WL = Client requested to be on the Waiting List

FN = Follow-up Needed

Preference = A note about what the Client would prefer, or other info

cl = Remove Client from Waiting List and clear all control fields

Tip: Take a moment to set a few standard "preferences" for your office to use. This way, you can sort the "Preferences" column to group them together. Examples: Anytime, ASAP. Morning, etc.

Make an Appointment from the Waiting ListWhen you open the Appointment pop-up window to create a new appointment, you can select a Client from a small version of the Waiting List within the pop-up window.

To see the waiting list "pick list," click the Waiting List button, to the left.

To select a Client for the appointment, click his/her row in the list. You will be asked if you want to remove the Client from the Waiting List, which will remove all the info in the control fields on his/her Personal screen, not delete the client.

Then proceed with making the appointment as usual.

Note: If you choose NOT to remove him/her from the Waiting List, you can still do it manually. After making the appointment, you can do clear the info from either the client's Personal screen or the Waiting List its

With v6.0 and higher, you can easily copy (or cut) and paste an appointment from one slot to another on the Graphical Calendar only. (There are no "slots" on the Appointment List view.) This is possible in Day, Week, Practitioner, or Room views of the Graphical Calendar.

DefinitionsCOPY = The original appointment stays in placeCUT = The original appointment is removed (deleted) after the PASTE stepPASTE = Make a new appointment (as many as you like)

KEYBOARD SHORTCUT = Ctrl+Shift+Click (hold down the Ctrl and Shift keys at the same time, and click the desired appointment or slot).

Instructions

Ctrl+Shift+Click on an existing appointment on the Graphical Calendar, and a dialog asks if you want to CUT or COPY this appointment.

Make your choice, then find an empty slot in which you want the new appointment.

Ctrl+Shift+Click on that slot, and continue holding down the keys until the Appointment window opens with the copied appointment info, and a dialog asks if you want to STOP or CONTINUE and paste more appointments with the same info.

Choose STOP to end the process, or CONTINUE and repeat steps 2-4.

Limitations

If you try to copy an appointment that is overlapping with others, only the topmost appointment can be copied.

You cannot paste an appointment into a slot that is already occupied by another appointment.

Recurring appointments are defined as a related series of appointments, with each starting out having all the same information except for the date. Recurring appointments in a series can be defined to repeat on one or more days per week; separated in increments of one week. This may be useful, for example, when you have a client who will be seeing the same practitioner on the same day(s) of the week; at the same time; on a regular schedule -- such as once every week.

A series of recurring appointments can contain as many appointments as needed. There is no limit.

A client can have an unlimited number of concurrent recurring appointment series.

Appointments in a recurring series can be individually edited and rescheduled, and will remain as part of the series unless manually removed from the series.

Appointments in a recurring series are evaluated by ClientTracker as individual appointments when checking for schedule conflicts.

The first appointment for a recurring series cannot be made in the past.

EXAMPLE 1 - Jane Smith will be seen every Tuesday at 1pm, in the exam room. Her insurance pays for six visits, so this would be repeated six times, at a chosen frequency of every 1 week.

EXAMPLE 2 - Bob White needs to be seen twice a week for extended treatments. He is available on Monday and Friday afternoons only. Schedule recurring appointments on Monday and Friday at 1pm, and repeat once a week for 4 weeks. (A total of 8 appointments.)

EXAMPLE 3 - Mary Jones wants to be seen twice a week for a month, but is only available on Tuesday and Thursday; at different times. Because these appointments would not share the same time, they could be scheduled as either two separate series of recurring appointments, or as one - after which some of them would be individually edited to be at different times.

Recurring appointments are made in much the same way as a single appointment.

From any Calendar view, click the Recurring Appt icon in the Control Panel, or

Click the Create Recurring button in the Appointment pop-up window

The Recurring Appointment pop-up window works much the same as for a single appointment. There is, however, additional information that must be added.

The date of the appointment (in the upper right of the Recurring Appointments pop-up window) is referred to as the "First Appointment Date"

Note: The Recurring Appointments pop-up window will change to show additional displays that list the appointments being made (when sufficient info has been entered), and any conflicts that may result (after Save is clicked).

IMPORTANT Whether Recurring Appointments or Recurring Reminders, there is a
lot of work for ClientTracker to do, and while it's doing all that work
the program will not respond. How fast it performs is due to several
factors, including the speed of your computer and how many appointments
or reminders you're trying to make.

When making many Recurring Appointments (for example the same appointment fo several weeks), it's normal for the process to take
3-5 minutes. It's best if you wait until you
don't need ClientTracker for a few minutes, and let it run its full
course so you don't wind up with a partially completed task or data
corruption from a force quit.

Additional information required for a series of Recurring Appointments:

the Frequency, or increment of recurrence(must be at least 1)

the day(s) of the week on which appointments will occur

the Duration, or for how long the appointments will recur

EXAMPLE

In the Recurring Appointment pop-up window, select a client, date, time, practitioner, and room as usual. The First Appointment Date will be the current date, or the selected date on the calendar.

Set the Frequency, i.e. "Every __ weeks." This will set the interval between recurrence of the appointments. The number should be at least 1, which is entered automatically. For this example, enter 2. This field cannot be blank.

Select the day(s) of the week on which you want the recurring appointments to repeat (the First Appointment Date is preselected). For this example, select Monday and Wednesday.

Set a Duration to establish the number of recurring appointments in the series by defining the time period by end date ("Or until ____"), or in weeks ("For __ weeks"). For this example, enter "for 6 weeks."

After Duration is set, the "Recurring" display (example below) will list the appointments that are part of the series, based on the parameters you have chosen. In this example, a total of 6 appointments will be made. You can change the parameters, and the displayed list will change, too.

When you click Save, a pop-up window will confirm the dates and times of the appointments that will be made. Click Confirm to make the appointments, or Change to go back and change something.

If there are any room conflicts, a warning message will appear, and you will be taken back to a display of the conflicts. Change the room and/or dates/times to resolve the conflicts.

Recurring Appointment Notes

Once a Recurring Appointment series is saved, all its appointments are linked in a series. With the Delete option, you can choose to delete just the one appointment, or all in the series.

A small R will appear next to each appointment info on calendar and other displays throughout ClientTracker, to signify that this is a recurring appointment.

The same SOAP Template (if any) assigned to the selected practitioner will be applied to all the Recurring Appointments in a series. Changing the practitioner may change the SOAP Template.

A Duration by date will schedule as many appointments as are possible within the date range beginning with the First Appointment Date (in the header), and ending with the Until date that you enter.

A Duration by weeks will schedule a recurrence of the selected appointment days equal to the number you enter, and separated by the interval chosen in Frequency. To make recurring appointments just in the current week, both the Frequency and Duration should be 1.

Tip: Type either a number, e.g. "For 6 weeks" or a date, e.g. "Or until 7/24/2008," but not both. Clicking either field will delete any data in the other field.

You can toggle back and forth from the Recurring Series display to the other Appointment Info by clicking the links.

The details of each recurring appointment are viewed in the same Appointment Info pop-up window as for regular appointments. The entire series can be viewed by clicking the Recurring Appointment link in the pop-up window.

Each appointment in a recurring series is treated as an individual appointment by ClientTracker, but they all remain linked unless you remove one from the series (see below).

ClientTracker will offer the option to update certain changes in all the future appointments in a series. It looks for 5 things that could be changed: Date, Start and/or End Time, Practitioner, Room. and Status (aka Appt Type).

If any have changed, a dialog asks if you want apply the same changes to any remaining appts in the series.

A date change can only be applied if all the appts in the series are the same day of the week. It evaluates +/- days from the original date, and applies this to future appts in the series.

A dialog asks if you want to resend Appointment Confirmations (ACE). If yes, the ACE includes an update "mini list" of the remaining appts, indicating they have changed*

*If the only change is Room or Status, these are not reflected in ACE

The Appointment Edit pop-up window has a conditional link that shows, for example, if this is one of 4 Recurring Appointments, the Next-to-Last of 4 Recurring Appointments, or Last of 4 Recurring Appointments in a series. Clicking this will display the portal of all the appointments in the series, which cannot be edited from the portal.

Clicking one of the above links will show a portal of all appointments in the recurring series. This is for informational purposes only, and cannot be edited.

Recurring appointments that have a linked invoice will show with highlighted yellow textin this list. These cannot be deleted until the invoice is unlinked.

Click View List to see all the recurring appointments in the portal as a printable, sortable list, or Close to return to the previous view.

Remove an Appointment from a Recurring Series

Another link in the pop-up window, Remove from Series, will ask when clicked, "Are you sure you want to remove this appointment from its recurring series?"

Select Remove, and the appointment will appear on all schedules as a single appointment, and will no longer be associated with the series of recurring appointments. For example, removing it will prevent the appointment from being deleted as part of the series.

Select Cancel, and the appointment will remain as part of the series of recurring appointments, and would be deleted if the series is ever deleted.

The "last" or "second to last" labels for recurring appointments will not count those that were edited as single appointments and thus removed from the series.

Editing individual appointments in a recurring series will not change information for the rest of the appointments in the series. To edit an entire series of appointments (e.g. change the day for all in the series), simply delete the entire series and create a new series with the desired change.

If you access the SOAP note for any appointment in a recurring series, a field just below the client's name says whether this is the last or next-to-last appointment in the series.

Tip: To see a list of all appointments (single or recurring from the past, present, and future), go to the client's Appointments & SOAPs tab.

If enabled, ClientTracker will send an automatic email and/or text confirmation to clients, immediately after an appointment is created. The first confirmation that is sent when the appointment is first put on the calendar, cannot be edited. To enable this feature,

The client must have an email and/or text address checked as "Use" on their Personal screen. and the Enable appt confirmation box must be checked.

Your own online email program must be functional.

The appointment being scheduled must be at least 1 day in the future.

To disable this feature, go to Settings/Program, and look for the Appointment Confirmation tab. Set all Clients' email confirmation to Off,
and make sure the checkbox for "Default: Turn on for all new Clients"
is unchecked. You can temporarily disable this feature at any time, and
re-enable individually, by client or for all of your clients, checking the clients' Enable appt confirmation.

Default or Practitioner Templates

By default, ClientTracker uses one built-in Appointment Confirmation template to send emails and text. To view and customize this template, go to the Templates Manager in the Reports area, on the Templates & Marketing tab.

You can also get there from the Appointment Confirmation tab in Settings, by clicking the More button and the Edit Default Template link. To see more about how this template works, see The Default Appointment Confirmation Template

If you would like ClientTracker to automatically send confirmations 1, 2, or 3 days before the appointment, use the controls on the Appointment Confirmation tab. See Scheduled Appointment Confirmations below for more info.

Manually Send Confirmations

If you need to resend the appointment confirmation
email, this can be done anytime up to the day before an appointment, if
the above conditions still apply.

Click an appointment to open the Appointment Info pop-up window, and
click the Resend Confirmation Email link. This link will only appear
when the above conditions are met.

View any day's schedule on the calendar by List, and
look for the blue Email icons in the "Conf Email" column to the right of
the list. This icon will only appear when the above conditions are
met. Clicking this icon will send the email.

Tip: Use the calendar List view to send reminders to all scheduled clients a few days before their appointments.

You can keep track of when an appointment has been confirmed by
entering a date in the "Confirmed" field that appears on the calendar
List view, or on the Appointment Info pop-up window. Sending or
resending an appointment confirmation email will not automatically enter
any date into this field; it is intended only as an optional method to
be used if your practice finds it helpful.

The appointment confirmation message sent by email or text comes from a "default System" Communication Template that can be customized (except for the Subject line, which is generated by ClientTracker as part of the email or text).

To edit this template:

Go to the Reports area and click the Templates & Marketing tab, and click the "Appointment Confirmation" template

From the Settings/Program/Defaults/Appointment Confirmation tab, click the More button to locate the Edit Default Template link and click it

Tip: If a message says "You have no confirmation template," choose the option to restore it. This message may show even if your ACE Template appears in the list on the Templates & Marketing tab. Do this if you get an error message "There is no text in the body" when attempting to send a confirmation.

When the automatic sending of appointment confirmation emails is enabled for the default template, it is important to keep the following in mind:

Only the default Communication Template that comes with ClientTracker can be sent automatically. This template cannot be deleted, but it can be customized. Changing the subject or any merge field (e.g. %%appt_info%%) will alter the performance of the email. The template can be restored to its original format, but any changes you have made will be lost.

You may select whether to send the email with Start and End Time of the appointment, or just the end time. See above for more info.

If you create your own Communication Template to use for appointment confirmation, it will not be sent automatically by ClientTracker. You would have to type in the appointment information and send it manually. However, an email sent in this manner would be tracked in the client's Communications portal on their Personal screen.

Of course you can always compose and send your own email to clients, using your own email program, but these emails will not be tracked by ClientTracker.

Note: This is an optional feature that you have to deliberately choose in Settings. If you don't choose this option, your ClientTracker will use the Default Template when sending appointment confirmations.

Go to the Settings area on the Program/Defaults tab, and open the Appointment Confirmations tab

Click the More button to access the conversion button

Click the Use Practitioner Templates button, and wait a few seconds (the more active Practitioners you have, the longer it will take)

Go to your new Practitioner Templates and customize them

Tip: The Practitioner Templates will be used immediately after
conversion, but they will read exactly the same as the old confirmation
message, so your Clients will not see anything different until you edit
the templates.

Using Default Templates Using Practitioner Templates

Tip: To switch back to using a single Default Template, click the Use Default Template button. The Practitioner Templates will be saved (but not accessible), in case you want to use them again in the future.

There is an optional Merge Field that will add a Google map to your practice address as
part of the automatic appointment confirmation template. To include this, simply add the merge field to the body of the email.

Go to the Reports area, on the Templates & Marketing tab, and select the Communications Template called "Appointment Confirmation."

In the Composer screen for the Appointment Confirmation template, click the Merge Fields tab, place your cursor in the body of the email where you want the link to appear, and click "Practice Map" from the list.

Note: The merge field looks like this, %%practicegooglemapurl%%, but will convert to a URL format of your practice address, as used by Google at the time of this release. If Google changes its format, this may no longer work and will be fixed in a future version of ClientTracker. DO NOT CHANGE THE MERGE FIELD TEXT.

Tip: Some email programs may not convert the text of the merge field URL into a clickable link in the recipient's email. We recommend testing by making an appointment for a "client" who has your email set up. You should also include in your template the phrase, "Note: If the above link doesn’t work, copy and paste the entire URL into your browser."

Note:
If you have enabled ACE, ClientTracker will send it by default when the
appointment is made. This section describes an optional feature where you may choose to continue the default function or disable it. You may also
tell ClientTracker to send the ACE 1, 2, or 3 days before the
appointment.

RULES & EXAMPLESACE
is sent to qualified recipients (clients) only. A qualified recipient
has a valid email marked "Use," and the Enable appt
confirmation box checked on the Client Personal screen.

By
default, ClientTracker will send an ACE to qualified recipients at the
time the appointment is made (except for past or same-day appointments). For more
details about how this works, see Appointment Confirmation Options .

Scheduled ACE can only sent for today's appts or future days.

ClientTracker
will send scheduled ACE the first time you login each day, and only if
you login. If you don't login because of weekends or holidays, the next
time you login ClientTracker will send any ACE that still need to be sent according to the settings.

EXAMPLE 1: You have
it set to send ACE 2 days before the appointment. You are closed
Saturday and Sunday, so you don't login and no email is sent on those
days. When you login on Monday, any ACE for
Monday, Tuesday, and Wednesday will be sent.

If you want to send confirmation email for any current or future day (when it was not sent automatically), go to the Calendar List View for those days and click the button, Send All Conf Email.

EXAMPLE 2: You have it set to send
ACE 1 day before the appointment. There is a 3-day holiday weekend, and
on Tuesday when you login, any ACE for Tuesday and Wednesday will be
sent.

IMPORTANT: Open your ClientTracker first thing in the morning to make best use of the scheduled ACE feature, and close it at the end of each business day.

This feature will not work if you have your ClientTracker set to "alert for items to reorder on startup" in the Settings/Program area, on the Defaults tab. If you want to use Scheduled ACE, be sure that box is unchecked.

How to Set Up Scheduled ACEOn
the Settings/Program/Default tab, go to the sub-tab: Appointment
Confirmation.

Send scheduled ACE [ ] days before the apptEnter
the number 1, 2, or 3 to represent how many days before the appointment you'd
like the ACE to be sent. Each day when you login, ClientTracker will
find appointments that meet your criteria, and send an ACE to qualified
recipients. This may take a few seconds, and a progress screen may show
temporarily, depending on appointment volume. Click the clear link to disable
this feature.

[ ] Do not send ACE when appt is madeCheck this box to
override the ClientTracker default, and prevent the sending the ACE at
the time the appointment is made. Optionally, you can leave this unchecked and
send an ACE twice: when the appointment is made, and again on the designated
day before the appointment.

[ ] Do not mark as confirmed when sentCheck this box to
NOT enter the current date in the Confirmed Date field for this appointment. Use this if you prefer to fill in that date manually.

To turn off this feature, click the Turn Off link that appears once you have set it up.

Tip: You can also send a
batch of ACE for any single day any time you want, on the Calendar Day
List View. Click the Send All Conf Email button at the bottom right of
the screen, and ClientTracker will evaluate all the appointments on that day's
schedule, and send an ACE to qualified recipients. This may take a few
seconds if you have many appointments for that day. See Send Appointment Confirmations from the Calendar List View below.

You can also send a single ACE from two other places:

Click this button on the Calendar Day List View for each recipient

Or on the Appointment pop-up window, click the Send Email icon

If you confirm the appointment by phone or in person, you may just enter the date in the Confirmed field.

Note:
Any scheduled ACE will be sent using the Email Sending Method you have
chosen in Settings/Program/Defaults. Because multiple emails will be evaluated and sent at one time,
this works best if you are using Method 2 (send email using your email
provider). For more info about how to set up and test your Email
Sending method, see Communication> Email Setup.

Send All Confirmations for One DayIf the above rules are met, you can send email to all qualified recipients for any one day by clicking the Send All Conf Email button found at the bottom of the Calendar List View screen. It will send email for whatever list is chosen (a single practitioner or all practitioners).

All Appointments - Prints a schedule showing appointments within the entered Date Range for the selected practitioner, or for all of ClientTracker if "All Active Practitioners" is selected. Uses Visit Print Menu (see Using the Visit Print Menubelow).

Day View - Prints a schedule of all the appointments for the currently selected day and practitioner; or All Practitioners. Uses Visit Print Menu (see Using the Visit Print Menubelow).

Column Views

By Practitioner - Prints a schedule of all the appointments for the currently selected
day and practitioner (or All Practitioners). Uses Visit Print Menu (see Using the Visit Print Menubelow).

By Room - Prints a schedule of all the appointments for the currently selected
day, with a choice of printing one page for each room, or all the day's appointments sorted by room.

Week View - This will print on a static 1-page format with 7 columns for the days of the week. Additional pages may print if the schedule is heavily booked. Appointments are listed in time order, with minimal information about each.

Tip: You can also use the Date Range option in the "All Appointments" view to print a schedule for any week, month, or other period.

Month View

The Month View prints in a static 1-page format that closely resembles what you see on the screen.

Calendar printouts are organized like a schedule (unless otherwise noted above), and the appointments are sorted by date and time. The following information is on the schedule:

Visits are synonymous with appointments in ClientTracker. To print an appointment schedule from the Calendar, the following screens access further options in The Visit Print Menu:

All Appointments

Day List

Column View by Practitioner

Options available on this screen include:

-- Changing the title of the printed schedule from the one suggested by ClientTracker

-- Selecting the sort order (see below)

-- Choosing to print appointment notes or not

--Print on separate pages or not

Tip: To print a day's schedule for each practitioner in your practice, select to view each practitioner's schedule in Day View, and print each schedule individually. This will save paper in case updates need to be printed for just one or two practitioners.

Appointment Schedule Sort Order

Date & Time - Prints with sections for each Date, with Reminders at the top and appointments sorted by time within each section.

Date, Practitioner, and Time - Prints with sections for each Date, with Reminders at the top of each section. Within each Date there are subsections for each Practitioner selected, with appointments sorted by time within each subsection.

Practitioner, Date, and Time - Prints with sections for each Practitioner, with Reminders at the top of each
section. Within each section there are subsections for each Date
selected, with appointments sorted by time within each subsection.

Note: Reminders will be shown in aggregate for all practitioners in a date, or just for each practitioner; depending on the starting view and selected sort order. Reminders for All Practitioners will show in each practitioner's section.

ClientTracker's calendar allows the entry of custom reminders for any time displayed on the calendar. Reminders can be created singly or in a recurring series, and edited or printed just like appointments. Ultimately, you will decide how best to use reminders for your practice.

Reminders have no function other than to appear on the calendar and printed schedules. It is possible to mark a reminder as "done."

Tip: Reminders can be used to show when a time slot is unavailable and why, e.g. "Lunch." However, the existence of a Reminder used in this way will not prevent scheduling an appointment, in case one is needed at that time.

From the different Calendar screens, you can create a reminder in 2 different ways:

Column Views only: Ctrl+click on any time slot. (Even if it already has an appointment or reminder.)

All screens: Click the New Reminder button in the Control Panel.

In the pop-up Reminder window, fill in the reminder information.

-- Date should be auto-filled, but you can change it as needed.

-- Practitioner will auto-fill if created from a practitioner column.

-- Start and End time. Each reminder has a duration, just like an appointment. The default is 15 minutes. A reminder must have an end time in order to show up on the calendar.

-- Reminder text - This text will show on the calendar, up to the space allotted.

-- Click Cancel to abort and erase the reminder, or Save to keep it.

Saved reminders will show as a green bubble on the calendar Column Views, and as a row at the bottom of the List View. On the Month View, a green text flag, Reminders, will show if any have been created for that day. In addition, a flag will notify you if a reminder appears before or after the time range displayed on a Column View.

Reminders will show for all Rooms when in Graphic View by Room; whether made for one practitioner or all.

If more than one Reminder is made in a time slot for any reason:

Only the most recently made Reminder will show (with a red asterisk) on the Graphic View by Room.

When clicking multiple Reminders, you will see the pop-up only for the first one made.

Click on a reminder in the calendar Column or List views, and a pop-up window will allow viewing & editing of any reminder information. Reminders can also be marked as Done in this pop-up window, or on the Calendar List View, and they will become dimmed in all views.

Click OK to save the reminder and close the pop-up window. You can also click Delete to permanently delete the reminder.

Tip: Use the edit feature to quickly "fast forward" a reminder to another date/time (uncheck the Done box as needed).

Recurring reminders are made in much the same way as a single reminder.

From any Calendar view, click the Recurring Remindericon in the Control Panel, or

Click the Create Recurring button in the Reminder pop-up window

The Recurring Reminders pop-up window works much the same as for a
single reminder. The only differences are that you also select the
day(s) of the week on which reminders will occur, the Frequency, or increment of recurrence, and the Duration, or for how long the reminders will reoccur.

There are additional displays that list the reminders being made (when sufficient info has been entered).

Recurring Reminder Notes

When creating Recurring Appointments or Recurring Reminders, there is a
lot of work for ClientTracker to do, and while it's doing all that work
the program will not respond. How fast it performs is due to several
factors, including the speed of your computer and how many appointments
or reminders you're trying to make.

When making many Recurring Reminders (for example blocking out
a lunch hour for several weeks), it's normal for the process to take
3-5 minutes. It's best if you wait until you
don't need ClientTracker for a few minutes, and let it run its full
course so you don't wind up with a partially completed task or data
corruption from a force quit.

Once a Recurring Reminder series is saved, all its reminders are linked for editing purposes -- including the Delete option, with which you can choose to delete just the one reminder, or all in the series.

A small R will appear next to each appointment info on calendar and other displays throughout ClientTracker, to signify that this is a recurring appointment.

A Duration by date will schedule as many reminders as are possible within the date range beginning with the Date in the header, and ending with the Until date that you enter.

A Duration by weeks will schedule a recurrence of the selected reminder days equal to the number you enter, and separated by the interval chosen in Frequency.

Tip: Type either a number, e.g. "For 6 weeks" or a date, e.g. "Or until 7/24/2008," but not both. Clicking either field will delete any data in the other field.

You can toggle back and forth from the Recurring Series display to the other Reminder Info by clicking the links.

Clicking Cancel will abort the creation of a Recurring Appointment series, and permanently delete all information entered.

Each reminder in a recurring series is treated as an individual reminder by ClientTracker. Editing recurring reminders is mostly like editing a single reminder (see above). The entire series can be viewed by clicking the Recurring Reminder link in the pop-up window.

The following special conditions apply:

When you edit a Recurring Reminder, certain changes will prompt ClientTracker to ask if you want to apply those changes to all the future reminders in the series.

The program looks for 4 things that could be changed: Date, Start and/or end times, Practitioner(s), and the Reminder text.

If any have changed, a dialog asks if you want apply the same changes to any remaining reminders in the series.

A date change can only be applied if all the reminders in the series are the same day of the week. It evaluates +/- days from original date, and applies this to future reminders in the series.

The pop-up window has a conditional link that shows if this is a Recurring Reminder. Clicking this will display the portal of all the reminders in the series, which cannot be edited from the portal.

Another link in the pop-up window, Remove from Series, will ask when clicked, "Are you sure you want to remove this reminder from its recurring series?"

Select Remove, and the reminder will no longer be associated with the series of recurring reminders. For example, removing it will prevent the reminder from being deleted as part of the series.

Select Cancel, and the reminder will remain as part of the series of recurring reminders, and would be deleted if the series is ever deleted.

Editing individual reminders in a recurring series will not change information for the rest of the reminders in the series. To edit an entire series of reminders (e.g. change the day for all in the series), simply delete the entire series and create a new series with the desired change.

From any calendar column or list layout, click the Export Appointments button to export appointments from the calendar to a choice of either .vcs (vCalendar) or .ics (iCalendar) format file on your computer's desktop.

Tip: In version 5.0 or later, this option is available on the List View, in the top menu under File --> Export Appointments.

From there, you can use the file as you wish. For example, you may import it into an PDA or other program where you need to see your schedule.

Note: If passwords are enabled, this action can only be performed by someone with Admin privileges.

A pop-up window will open with a drop-down calendar from which you can select the Starting Date and Export Format. All appointments from that date forward will be exported to a file on your desktop with the file name and type indicated.

Select a time zone to prepare the file correctly, and click Export. The file will be created on your desktop without confirmation.

Click Cancel to abort the export process.

Tip: The first time you export ClientTracker calendar data, only do a days, in case you make an error on your first try. You may also want to make an additional "ClientTracker" calendar in your Google or other calendar program.

You can perform the Export Appointments process as often as you like.
The issues regarding how the data in the .vcs or .ics file will be
handled by your other calendar program should be explained in its own
documentation. Google calendar wants the .ics (iCal) export.

Tip: If you change any info in an existing appointment in ClientTracker, and that appointment has already been exported, the changes should be updated in your other calendar upon import. ClientTracker has been programmed to support this; however, the action may or may not be supported by your other calendar program.

For your appointments to export correctly, you must set the time zone for your practice. Do this in Settings/Program, Calendar Defaults, or when you export the appointments.

Note: The Time Zone for your practice needs to be updated with the change to and from daylight savings.

The appointments are exported to a .ics format file named with a formula that includes the date and time and saved on your desktop.

At the time of release, version 4.0 of ClientTracker produces a .ics file that should be compatible with Outlook 2007 and higher, and other programs. Check the documentation of other calendar programs.

If you want to export your appointments to a portable device, you can then sync your device with your calendar application. Or if you have other software that you use to sync your portable device, you may be able to import the import.ics file directly into that software.

Because ClientTracker tracks items associated with appointments (practitioner, room and defaults for SOAP), importing new appointments or changes in existing appointments from another program or external device into ClientTracker is not possible because these associations would not be kept intact. It is strictly a one-way export from ClientTracker to a file on your desktop; then import into your other calendar and/or device.

Note: ClientTracker only produces a .vcs or .ics file. How this is imported into other programs is not supported by Ginkgo Software. If you have any questions, consult the documentation for your other program.

The Clients icon in the main Functions Bar will take you to the Client List screen, where you can quickly locate a single client from a list of all active clients. This is also an optional startup screen, which can be selected under Settings/Program/Defaults.

Find Client - Goes to the Client QuickFinder screen. From there, an Advanced Find may also be performed (see The Client QuickFinder)

Clients List - Goes to the main list of all clients in ClientTracker (including incative ones), with information about the client such as appointment dates, account balance, and so on (see The Client List Screen)

This becomes the Show All Clients button on the list screen itself, which can be used to restore the entire list after narrowing its contents

Print - Opens a menu of print options for a single client, or for multiple clients from the main list (see Client Print Menu)

Manage Families - Goes to the main screen to create or edit Families, or groups of related clients (see Manage Families)

Once you have accessed a specific client's record, there are five main screens in that client's area; represented by five navigation tabs:

The Personal screen, where most of the information about a client is entered and stored. Clicking a row in the Client QuickFinder or Clients List will take you here.

The Insurance screen, where you can enter information about any insurance policies used by a client

The History screen, for recording medical history, allergies, etc. about a client

The Appointments & SOAPs screen, which is a view-only, sortable list of all client visits

Past visits will usually have a SOAP Note, and are often referred to as "SOAPs"

Future visits will usually not have a SOAP Note, and are often referred to as "appointments"

The Invoices screen, where information about client invoices, statements, and payments can be found and entered

This is a sortable list of all active client records in ClientTracker that is accessible by clicking the Clients List icon in the Control Panel of the clients area. It is also the screen on which results of an Advanced Find are displayed.

Tip: Inactive clients are omitted from this list when it first displays. You can toggle between a list of all inactive and all active clients by using the "Show Omitted Only" command in the Records main menu selection at the top of the screen.

List Functions

Control Panel - This functions as described above.

The list is sortable by clicking headers marked with the sort symbol. Toggle between ascending or descending sorts, and Shift+click to reset.

Beginning in version 6.0, there is also Search Bar at the top right of
the list, which searches on the Client Name when you type a
value and press Enter.

View Selector

On any Clients List view, click the Clients icon to open a view selector at the far left of the banner (just below the Back button). When selected, different information about the same found set of clients will be viewable. The four List views are also used to display the results of searches and reports.

Click the New Client icon in the Control Panel of any client screen to open a pop-up window, where you can enter all or part of the client's name. This pop-up window has two small QuickFinder portals that will show any existing Clients or Non-Client Insured people who match what you have typed. This is an important step to reduce the number of duplicate entries, and to avoid having to enter unnecessary information.

Tip: Hover your mouse over any name in a portal, and a tooltip will show more information about that person.

If you see a match, click the person's name:

Client - Will go to that client's Personal screen, where you can verify the client's identity and use the record, or click the New Client button again

This utility at the bottom of the Clients List screen is the fastest way to find a single client. Its display and functions are intended to help you narrow your search, and to see more information about a single client, or a found set of clients. For additional search criteria, or to find a group of clients matching combined criteria, click the Find Client icon in the Control Panel. See Find a Client Using Advanced Criteria below.

Tip: Begin typing any part of a client's name in the QuickFinder, and the list will change with each keystroke, showing all clients whose first, last, or middle names match the typed text. The list can be sorted for better viewing of the results.

The left, or "Target" field of the QuickFinder has a drop-down menu of the column headers on the List. Select a column from the pop-up menu, and start typing search criteria in the right field to filter the list results.

When you see the matching client(s) in the list, you can perform any of the same functions as described for the Client List above.

Tip: To return to the full Client List after using the QuickFinder, click the (x) button at the right of the QuickFinder panel.

Click the Find Client icon on the Control Panel, and you will be able to find one or more clients that match multiple, flexible criteria. This is the method for creating a Birthday List.

The Choose Criteria selections involve four decisions, or categories:

Status - Select if you want to find Active or Inactive clients, or both (all clients). One of these must always be selected.

Criteria - Choose up to four criteria from the drop-down menu, and enter a pertinent value. For example, the criterion "Birth Month" expects the name of a month. Use a symbol before a value to further define or limit your results. You can combine up to four criteria, and search for clients who match (or do not match) all of them. Use optional search operators to define your values (see below).

Criteria Match - Check this box only if you want to find clients who DO NOT match the above criteria.

Type of Find - Select if these criteria will be a New Find, will Narrow the found set, or Extend the found set.

Tips About Finding Clients:
-- A "found set" is a set of records that results from a Find. The resulting found set will be displayed on the main Clients List screen, from which you can print labels, lists, envelopes, etc.
-- Make a Birthday List by finding clients whose birthdays fall in a chosen month. Searching on the specific DOB is not possible in this version. The DOB will show on the "Basic List," which can be printed from the Client List screen.
-- To make a reusable Birthday Letter template and send it as a letter or email, you would create a Communications Template, then create a new communication with multiple recipients. Clients whose birthdays fall in a specific month can be added as a group of multiple recipients. See Communication> Create Communications>Multiple Recipients for more info.

Type of Find - Use these choices to determine the effect your search will have on the previous found set (if any).

New Find - Replaces the found set with the search results.

Narrow the found set - Finds matching criteria within the existing found set, and omits the others.

Extend the found set - Adds to the existing found set any records that match the new criteria.

You can go back to the Advanced Find screen repeatedly, and narrow or extend your found set as often as needed.

When you are ready, click the Continue button to view the Advanced Find results. If there are no records that match your criteria, you will get a message box, and be returned to the Advanced Find screen.

Tip: The number of records in the found set will display on the Clients List in the Record Navigator, along with the total number of records available (e.g. 25 of 50). Another display is in the QuickFinder on the Clients List, e.g. "25 records found, in a total of 50." In addition, the results display as "Found Set 25/50" near the bottom of the Advanced Find screen.

Click the Print icon from most client screens to open the Print Menu pop-up window, from which a variety of information about one client (or a list of clients, if you are on a List screen) can be printed.

Print Options for All Screens

Envelopes - Print a single #10 plain or pre-printed envelope for the current client, or all in a list.

Labels - Print a Mailing 30-up label (Avery 5160, 1" x 2-5/8") or a Shipping label (Avery 5453, 3" x 4") for the current client, or all in a list.

Client Information - Print a summary of Personal Info or any client History for the current client, or all in a list.

Client Personal Options (available only on the Personal screen)

Personal Info - Opens a dialog box with 2 choices:

Office - Prints much like the Personal screen itself, with name, age, category, etc. Intended only for in-house use (not to be seen by client)

Client - Shows only the client's contact, family, and insurance info (e.g. for use in verifying this info)

History - Prints a simple text document of the large field on the Initial tab of the History screen

To export a preset list of data about any group, or "found set" of clients. The data will be exported not just for the client you are currently viewing, but for all in the found set.

If you are on the Client List, the found set will be all the clients shown on the list, and noted in the Record Navigator in the Control Panel at the top of the screen, e.g. "1 of 21" will export records for all 21 clients on the current list.

If you are in a Client's Personal screen, you will still export for all the clients shown on the Record Navigator.

Tip: Create the desired found set with the Advanced Find feature or the QuickFinder at the bottom of the Client List, then export the data. See Find a Client Using Advanced Criteria above for more info.

The data to be exported cannot be changed, except in the export file you create. You can edit your export file any way you choose, and that's not part of ClientTracker's functions.

How To Export Client Data

On the top Main Menu, select File, and then Export Client Data

A new window will open, "Export Records to File"

Select the type of file you wish to export to, its name, and location

Click Save to create the file and export the data

Optional: Before saving, you can check a box to:

Automatically open the file after saving

Create email with file as an attachment

Note: This is not a ClientTracker email

Tip: The export file has a lot of columns of data, and one row for each client. Delete the columns you don't need to use in your export file to protect patient privacy.

How to Export Client Email

Exports all client records in
the current found set as a tab-separated or other type of file. Choose
the location and type of file in the dialog box that opens. The file
will contain only client names and email marked "Use" (if any).

The Manage Families icon in the Control Panel takes you to the Families list screen, where you can view all families in ClientTracker, create a new family, or access other details about families. See Clients> Client Personal Tab>Manage Client Families for
more detail on family functions.

Tip: The Manage Families functions are often more meaningful and direct when accessed from a specific client's record.

Sometimes you may be asked to print out a client's entire medical record. For most, that means invoices and medical history. In
the old days, one would copy the entire paper chart for an attorney when
requested.

There is no "magic button" in ClientTracker to print out the
equivalent of the full medical record in one click. That is certainly a
goal, and is one of many items on our list to enhance ClientTracker.

Here is a list of what you might do. We recommend making PDFs
to save paper, and if you have Adobe software, you can merge several
PDFs into one file as needed.

Print the Personal & History info - Click Print on the Personal screen for these choices

Print all Invoices - Click the client's Invoices tab, and the Complete List
link at the bottom of the "Invoices & Statements" subtab. From the
full list, click Print and choose "Individual Invoices" A paper-saving
substitute for this is the Transactions report.

The Client Personal tab contains fields for all usual personal information: name, address, date of birth, social security number, gender, and so on. You should fill out this screen as completely as needed for your practice. ClientTracker uses this information for sorting information and generating reports.

This is an optional, user-defined list* used for sorting or finding clients

Client ID

If you choose to use a Client ID, a field and label of the name you entered will appear next to Category. After that, you can enter the value manually in the space provided for each client. To set this up, see Settings> Program/Defaults>Client Default Information. If you haven't set this up, you won't see it.

You can track your patient's visits in one of three visit series types.

Click the + New button, to create a visit series.

Insurance Authorization Series. This will track the insurance company limits for a specific patient and treatment type. You can track number of visits, expiration date and dollar cap amount. For more information, please see >

Payments on Account Package, Go to the Client record, Invoices and Payment on Account Tab. Click New Payment and Check the Create New Visit series from this Payments on Account box. This is intended for cash visit packages. You can track number of Visits, Dollar Cap amount and expiration date. For more information, please see >

Client Series is a series of visits not connected with pre-authorized insurance series or pre-paid package. This can be used to track the number of visits, dollar amount or expiration date for treatment types. For more information, please see >

Clients can have multiple addresses, but only one can be designated as Primary. The first address tab, called Primary Address, shows the address that will be used for communication - including labels and envelopes. To create this first address, click in any field or click the +New button.

The second address tab shows the primary, plus any additional addresses entered for that client. It will change its title to show how many addresses there are. This second tab is invisible until there is at least one address. The addresses are stacked in a portal, and can be scrolled up or down if there are more than two.

Note: When marked as Primary, any address info (even if incomplete) will print for chosen labels and/or envelopes.Tip: You can click on the ZIP link, and a web site will open for looking up the ZIP+4 Code based on the Client's address. You can edit the URL of the web site in Settings area, on the Programs/Utilities tab.

The first address created is automatically marked as the Primary and Insurance address, and can only be unmarked or switched to another address on the second tab. When an address is designated for insurance use, it will be used on insurance policies and/or 1500 forms.

When there is no primary address at all, the first tab will say, "Primary Address Needed." This is intended to be an alert during check-in or editing a client.

The Location field shows a user-defined list of descriptors, such as Home, Work, etc. ClientTracker adds to this list a "bad" tag [xBADx], which can be used to mark an address as bad, or not to be used. Choosing this tag will result in an alert on the tab that says, "BAD ADDRESS." A xBADx or incomplete primary address shows on the Client List in italics for an additional alert. It will, however, print on your invoices.

To delete an address, click the delete button on the second tab. An address marked as primary cannot be deleted, but it can be designated xBADx.

Client phone numbers are displayed on a portal in the Phone - Email tab. A row for the first phone number is automatically created for a new client, because at least one phone number is needed for a client to be valid. Click the +New button to enter additional phone numbers.

The first phone number created is automatically marked as the Primary and Insurance phone number, and can be unmarked at any time. A phone number designated as primary cannot be deleted.

When a phone number is designated for insurance use, it will be used on insurance policies and/or 1500 forms. When there is more than one phone number, you can choose which one to mark as primary, and which to use for insurance, by checking the boxes on its row.

There is a drop-down menu for each Phone Type, where you can choose from a list you set up, or click again in the field to enter an ad hoc descriptor.

Tip: Do not list any phone numbers that you or the client do not want to be called. Phone numbers in this portal show throughout ClientTracker, and "do not use" numbers can be stored in the Notes field, if desired.

When you create a new client, there is a blank row for their email or text address. Enter a Description, and when you click the Email Address field, a small pop-up box will open for data entry and validation. The pop-up you see depends on the Description.

Tip: Enter a preferred website for looking up text carriers by entering just the phone number. ClientTracker offers a default site" www.freecarrierlookup.com" which is another company's website and subject to change. You may update or change this website anytime.

Note: Once a valid Text Address is entered, it works just like an email in ClientTracker, with the exception of attachments, which are not possible for a text message. Just like an email, you need to use a valid Text Address for the message to be sent. It is a good idea to confirm a Text Address with your clients before depending on it for communication.

IMPORTANT: You may mark an email address as "Use" or uncheck the box to designate it as "do not use."

A red email address means it is invalid, and cannot be marked "Use"

Tip: You may decide to keep as a placeholder any email that is determined to be invalid, e.g. to await further information, but you cannot mark an invalid email as "Use."

If the Enable appt confirmations box is checked, but none of
the email addresses are marked "Use," all the check boxes will turn pink and no confirmation will be sent automatically

The choices appear slightly different for enabling
Appointment Confirmations if you have chosen to stay with using
ClientTracker's ONE Default Template, or Custom Practitioner Templates.

Default Confirmation Template Custom Practitioner Templates

The
difference allows you to select the Client's preference for receiving
Appointment Confirmations: by Email, Text, or Both. (If 'Both' is
chosen, two messages will be sent.) The Custom Practitioner Templates
also allow composing a different message for email and text. See
Calendar> Appointment Confirmations>Appointment Confirmation Options for more info.

Note: Whatever you choose, the Enable appt confirmations box must be checked.

ClientTracker provides a "xBADx" value for Address Location (or Description), which will show a "BAD ADDRESS" flag on the client's Personal screen. When mail is returned or an address is unusable, mark its Location as xBADx to alert your staff.

Note: Do not change the xBADx value once it is entered, or it won't show the alert.

Other, optional things you might want to do:

If the xBADx address is marked as Primary, uncheck it so it won't be printed.

Add a note to the Check-in Info field, which will be used for appointment notes and can serve as a reminder to get a new address from the client.

Phone Number

If a phone number is unusable, we recommend you remove it from its place, and perhaps save it in the Notes field. Optionally, you can enter into the Phone Type whatever you want, e.g. "BAD," or some other value of your choosing. The value lists for client or company Phone Types are on Settings/Program/Value Lists.

If a Phone Number still exists in the portal, it displays in tooltips. You may want to simply delete unusable phone numbers. You can uncheck the Primary designation for any or all phone numbers, but be aware that ClientTracker uses the primary phone number in printed Appointment Lists and list screen displays.

Email Address

Only email addresses marked "Use" will be used in ClientTracker, according to your chosen email sending method. There is a separate email validation process to reduce the chance of an email bounce-back due to formatting. See Communication> Email Setup>Email Address Validation for more info.

Setting client defaults on the Defaults tab is optional, but can make data entry and processing faster. Whenever a default is applied, it can be changed if needed.

Invoice Type - Select Simple, Superbill, or 1500 as the type of invoice that will be generated for a client.

Practitioner - Select the practitioner who will see this client most often. The practitioner will be automatically designated when the client makes an appointment, unless it is made directly on another practitioner's schedule.

The client will also show on that practitioner's list of assigned clients. If the practitioner is inactivated, the default will remain in effect until changed.Note: A practitioner cannot be deleted if he/she is designated as the Default for any client. You would have to first remove these defaults before you can delete a practitioner.

Non-taxable products (for resale) - check this box, and taxes will not be added to any products added to invoices for this client.

When you click +New Photo, it opens the "Please choose a photo" pop-up window and shows the contents of the ClientTracker Files-Photos folder. Select the desired photo. If it is not in the ClientTracker Files-Photos folder already, a pop-up message will ask you if you want to move or copy it to its new location.

Warning: The photo will no longer display if you: rename the photo, move the photo outside of ClientTracker Files-Photos folder, or move the ClientTracker Files-Photos folder. The remedy for the latter is to reset the Default File Path in Settings/Program/Utilities, or relink the photo. See Settings> Program/Utilities>Default Path for Files & Photos (Desktop) for details.

The Referrals tab has two small subtabs inside it: Referred By for tracking information about who referred this client, and Referrals Made to show other clients that have been referred by this client.

Referred By tab

There are four fields for entering optional information about how the client was referred to your practice.

Client - Clicking this field will open a pop-up QuickFinder window, where you can choose another client from your practice who referred this client. This information is intended for processing Thank You communication and reports.
Provider - Click this to select the referring provider from a list of those who are already entered in ClientTracker. Click the Edit List link if you need to add a new Provider. This information is also intended for processing Thank You communication and reports.

Note: When using a provider for a referral, their information may used in other areas of the program. For instance, the referring provider's license number is required for 1500 forms.

Person - Use this field to indicate if the client was referred by a person not in your ClientTracker.

Source - This is an optional field, intended for entry of an identifiable source from which the client first heard about your practice. This could be a business, an advertisement, an event, or anything you like. This shows on the "Sources of Clients" list and report.

Note: A new Thank You communication will always include the names of all eligible referred clients, i.e. those who have not yet been included on a Thank You for that referrer. You can choose which clients to include in the Thank You (see above).

After a Thank You has been sent for a referring Client or Provider, the blue link under their name changes to: TY Sent (date). Clicking on this will show the completed communication. For more info on functions regarding completed communications, see Communication> Create Communications>Completed Communication.

Referrals Made tab

This subtab shows a portal of clients that have been referred by this client. The total number shows in the tab title.

Click the portal row or gray Go button to access the record of the referred client.

The date a TY Letter was sent will show automatically. You can also enter this date manually to override ClientTracker's handling of referrals needing a Thank You letter. For example, you may enter a date for a thank you made outside of ClientTracker, and this will show on the Referred By tab, under the name of the referring person.

Client files are actually "file links" because ClientTracker links to a file that already exists on your computer. These file links are stored on the client Personal screen, in the Files tab. If you have the application for a file, you can click a linked file in ClientTracker and open it in its application. You can view a PDF or view and edit a word processing document.

To add a file to the Files portal, click the +New File button. This opens to the "Please choose a file" pop-up window and shows the contents of the ClientTracker Files-Photos folder. Locate the file, or click Cancel to abort the process. You can store a link to any type of file.

If you select a file that is not in the ClientTracker Files-Photos folder, Default File Path folder, a
warning message asks you if you want to move or copy the file to its new location.

Write any Notes you need for the file, which will show in the tooltip described below.

Click Replace File Link to
re-open the Please choose a file pop-up window, and browse your computer's file
directory for another file, which will replace the existing file as a
link.

Click Done to save the file link and any additional info.

The file name in the list serves as a link to the actual file. A tooltip shows its filepath. If you click the file name, the file will open in its parent application so you can view it, change it, etc.

Click Complete List to view all of the file links for this client in a sortable list.

To delete a file link, click the small delete button to the right of the file name. This will delete the link to the file, but will not delete the actual file from your computer.

Warning: The file will no longer be linked, if you rename the file, move outside of the ClientTracker Files-Photos folder or move the ClientTracker Files-Photos folder to a new location. The remedy is to reset the Default File Path in Settings/Program/Utilities, or relink the file. See Settings> Program/Utilities>Default Path for Files & Photos (Desktop) for details.

When a parent or spouse pays for treatment for another family member, it can be useful to organize clients into families in ClientTracker. Payments on Account entered under one family member can be disbursed to invoices for other family members. The Family tab on the Client Personal screen enables you to manage families. A message in italics will tell you whether a client has been added to a family, and any family members will show in the list below. Click the row of any family member to view their Personal screen.

A list screen of Family records can also be reached by clicking the Manage Families icon in the Control Panel.

To add a client to a family, click Add to an existing Family, or Form a new Family under the portal to begin.

Add to an Existing Family - This displays a list of families to choose from. Click a row to select, or click Cancel to abort. You can also Form a New Family if you don't see the right one.

Form a New Family - This opens the Families screen, and creates a new record to be filled out.

When a new family is formed from a client's Personal screen, that client is automatically added as a family member, and any available credit for the client becomes available for use by family members.

The family name must be unique, or an alert will show. To avoid duplicate names, the default name includes the name of the client, for example, "John Smith's Family." You can change this to be anything you like.

A larger portal on this screen shows clients who have been added as members of the family. Click the row of any family member to view their Personal screen.

Only other clients in ClientTracker can be family Members.

To add clients to the family, use the QuickFinder area on the right of the screen. Start typing any person's name, and the list will become more specific. Click any row to add a client. On the ensuing portal row for Members, you can click to Remove any client (this does not delete the client's main ClientTracker record.)

Click Delete this Family to permanently delete the Family. This cannot be done if there are any members.

To view a list of all Families, click the Families List icon in the Control Panel at the top of the screen.

There is a large Notes field for optional use.

Tip: To quickly access families, use the Manage Families icon on the Control Panel of client screens, or the Edit Family link that appears on the Family tab after a client has been added to a family.

The Communications Portal on the right side of the client's Personal screen shows a sorted list of all communications created for which that client is a recipient.

The portal is sorted to show Pending communication first (light orange highlight); sorted by the Date last modified. Completed communication is grouped next; sorted by Date completed. The Type column shows an icon representing what kind of communication it is: a Letter, Form, Email, or Phone call. Hover your mouse over a row to see the first few lines of the communication.

Click on any row to view the communication, based on its status.

Pending - Go to the Compose screen to edit or complete the communication.

Completed - Go to the Info screen to view, reprint, resend, or edit the communication.

Just above the Communications portal are four of the Comm Panel buttons, to create a new Letter, Form, Phone, or Email for the client.

Click the Complete List link to view all the client's communications in a sortable list.

When a new client record is created, any Communication Template marked as auto-create will be made, and added to the Communications portal as Pending - to serve as a reminder.

HIPAA requires all patients to sign separately for the Privacy Notice and Consent to Treatment. These can be combined on one form or you can have two separate forms. ClientTracker provides a Communications Template for each; which you can modify for your use. When your client signs for both of these, enter the date in the lower right corner of the client’s Personal screen. If you have existing forms that you use for your clients to sign, when you get all required documents back signed you would enter the date signed.

There is a large field for notes about any client, in a Notes tab just below the Address. In addition, you can add text to the Check-In Info field, and this will be added to the appointment notes whenever an appointment is made for that client.

SOAP Info

The SOAP Info tab displays statistics and other information about each client's SOAP history, including:

Information about the client's next appointment
Date, SOAP Type, and Chief Complaint for the client's last appointment

Number of appointments Kept, Canceled (both valid and invalid), and No Shows.

Personal Data

Enter personal data about the client that will be used in other places throughout ClienTracker, such as:

Date of Birth, Gender, and Occupation

Client Since (an optional, non-automatic field)

Active - Uncheck this box to make a client Inactive

SSN (Social Security Number)

Date Deceased

Marital Status and Language

Check-In Info will be copied into each new Appointment pop-up window as "Appointment Notes," and may optionally print on schedules

Client Alerts & Demographics

The lower part of the Client Personal screen is divided into 2 new areas. Functions with an asterisk (*) are the same as for 4.0, and are described above.

Alerts

Check-In Info*

Checkout Info - Whatever you enter in this field will display on the entry screen for all the Client's invoices (but will not print). Use this for alerts or messages to be seen as the Client is checking out.

The Comm Panel and three other buttons can be found at the bottom of the client's Personal screen.

Comm Panel - This will create a communication with the current client as a recipient, or show a list of all communication for that client.

New Appointment - This creates a new appointment for the client, and prompts you for the date and duration of the appointment. The practitioner listed on the Defaults tab is used for the appointment; otherwise one would have to be selected.

New Invoice no SOAP- This is useful for creating invoices that are not related to an appointment, such as for products only. To generate an invoice for an appointment, it is better to do so from the Appointment pop-up window or the SOAP Note itself.

A pop-up window will ask you to confirm the practitioner for the No SOAP invoice, and choose to either:

Create a blank invoice with no line items - diagnoses, procedures, or products, or

Delete this Client- Will permanently delete a client record after confirmation, if the following conditions are met:

You are not operating ClientTracker in Demo mode

The client has not had any appointments made, or invoices generated

Tip: It is wise to manage clients by making them Inactive instead of deleting them. Only clients who have never been seen should be deleted, and then only if there is no chance of them coming back, or if you do not need to save any information entered. Deleting a client is permanent. Inactivating them gives you the option of reactivating them later, and saving data entry time. An inactive client will not show on many lists, or will appear with their name in gray.

You can manage a Waiting List for clients who want or need an appointment in the future. This section describes the controls on the Client Personal screen for adding a Client to the Waiting List and how to enter accompanying information.

(1) Select Policy – This shows a list of all insurance policies created for the client. If you select one from the list, the information for that policy appears on the right.

(2) Edit Policy for (Name of Policy) – This is a blank area for clients with no insurance policies. When you create a policy, it shows information about the "Insured" and the insurance company for the policy selected in (1).

Note: In these instructions, "Insured" is used as a noun to represent the policyholder on the insurance card; not as an adjective. The Insured can be a client or non-client.

The information is divided into sub-sections.

Policy 1500 Info - to be used on the 1500 form

Policy Details

Company Contact Info

Information to be used for all policies (from the client's record) shows on the lower left.

For more info on creating 1500 claim forms, see Invoices & Payments> 1500 Invoices.Tip: A good practice is to create insurance polices for clients before creating claim forms (a.k.a."1500s"). This will save time and ensure the correct data is in place.

Self-Pay vs. InsuranceThis is a small, optional feature that does not affect any billing. Marking one of these choices will display an initial on appointment screens and printouts in the Calendar.

Self-Pay = will display an "S"

Insurance = will display an "I"

To blank out the field and display nothing, select one or the other and then press Delete on your keyboard.

To add an insurance policy to a client record, click on the New Insurance Policy button, then select an insurance company by clicking its name in the "Select Insurance Company" pop-up window that appears. You can type all or part of the name in the QuickFinder to filter the list.

Tip: If the desired insurance company does not show in the list, you will need to create it before proceeding by clicking the small blue link in the pop-up window just beneath the QuickFinder portal. After setting up the new insurance company, use the Back button to return to the client's Insurance tab, and select the new company as above.

Once selected, the insurance company's information will show in the Company Contact Info section. Continue by filling out the Policy 1500 Info and optional Policy Details (see below.)

The display of some information for a policy may be affected by
preferences set for the Insurance Company. For example, the Insured's
address may display as "Same" if the client is also the Insured, or the
info might display in all caps. This can be changed on the Insurance
Company record.

Edit an Existing Policy

To edit an insurance policy, click on the policy name in the portal under (1) Select Policy. Active policies show in blue and inactive policies in gray. When you select a policy, it will move to the top of the portal and be highlighted in yellow, as
shown. The right side of the screen (2) will show the information for the selected policy, where you can edit the information as needed.

Delete a policy (if no claims have been created using it) by clicking on the delete button to the right of the company name.

Tip: To avoid losing information, it is often preferable to mark policies inactive if they are not to be used any more. Deleting is permanent.

Prepare the policy for use in auto-filling 1500 claim forms by completing the left column of section (2).

Box 6 - Patient Relationship to Insured

-- Selecting "Self" will fill the boxes referring to "Insured" with info from the client record

-- Selecting anything else will open the Select Insured pop-up window, from which you can select a client or other person to be used as Insured, or create a new Insured record (see Non-Client Insured on a Policy below for details)

-- Depending on the insurance company preferences, the Insured info might say "Same" or be in all caps.Box 1a - Insured's ID Number: the ID # of the person who holds the policy or the dependent patient if they have been issued a unique identifier by the insurerBox 4 & 7* - Insured's Name & Address: the person who holds the policyBox 11 - Policy Group or FECABox 11a* - Insured's Date of Birth

Box 11b* - Employer's Name or School Name (NOTE: as of v5.2, this is no longer needed for Box 11b, and has been replaced with an optional "Other Claim ID")Box 11c - Insurance Plan Name or Program Name-- Enter information from the insurance card or policy of the insured person.

Note: Sections marked with an asterisk above will auto-fill from the source indicated in Box 6. The info is not editable in these fields; however, clicking Box 4 or 11a will open the record of the Insured.

Box 11d - is there another Health Benefit Plan?

Check Yes or No as applicable to the client's insurance coverage.

Box 13 - Insured's or Authorized Person's Signature

The insured’s or authorized person’s signature indicates that there is a
signature on file authorizing payment of medical benefits. This is specific to the client’s each individual insurance policy. No date is needed, just click the check box.

On the Client's Insurance tab, if Box 6 is clicked to be anything other than Self, a QuickFinder pop-up window opens, where you can select the insured person (a.k.a. "policyholder") from a portal of:

Active clients entered in ClientTracker (white rows) with an insurance policy, or

Other "Non-Client Insured" people already entered in ClientTracker (orange rows)

Type in any letters to filter the list, and click on a name to designate that person as the "insured" on the client's insurance policy. The information used to fill Box 4 address would be from their address (if any) that has been designated as "Insurance."

Click Create New to add a new Insured record, if the required person is not on the list. Or click Cancel to close the pop-up window.

To view a list of all Non-Client Insured people, click the Non-Client Insured List link in Box 4

Important: For a Non-Client Insured to show in this QuickFinder list, the Non-Client Insured must have an address. If you know the person exists but doesn't show in the QuickFinder, go to the list from Settings/Practice and add the address there.

Note: In these instructions, "Insured" is used as a noun to represent the policyholder or person on the insurance card; not as an adjective.

Non-Client Insured Records

ClientTracker provides the option to create records of
people who are not clients, whose info will be used solely in the role as Insured. One
Insured record can be used on as many client insurance policies as
needed. When you click Create New, the screen to "Enter info for new Insured" looks very similar to a client's Personal screen, but naturally focuses only on information that is needed for the 1500 claim
form.

Note: A Non-Client Insured person may be part of the client's family, but is different from a Family Member in ClientTracker. The former are just used for insurance purposes, while the latter must also be a client so they can share payments. See Clients> Client Personal Tab>Manage Client Families for more info.

Fill out the Insured's name, address, phone numbers, date
of birth, and gender – all of which function like those for a client,
and will be used on the 1500. Optionally, you can add email addresses
to facilitate contacting the Insured if any questions come up.

Tip: You can click on the ZIP
link, and a web site will open for looking up the ZIP+4 Code based on
the Insured's address. You can edit the URL of the web site in Settings area, on the Programs/Utilities tab.

On the right is a list of Insurance Policies for which this person is
designated as the Insured. You can edit this information as needed;
however, keep in mind:

If you change any info
here, it will change in the corresponding sections of the client's (a.k.a. patient's) current Insurance Policy,
and will be used for all subsequent 1500 claims. Changing this
information will not affect 1500 claims already submitted.

To remove an Insured record from a Client Insurance Policy, go to the Client's Insurance tab and click clear next to Box 6. This will remove the Insured from the Policy, but leave both records intact.

Info
entered into the Insurance Policies tab will be used on the specific
policy for the client named in that policy's area. Scroll up or down to
view multiple policies using the Insured's info. When all info has been filled in, click Save to finish. Clicking Cancel will abort the creation of a new Insured, and return you to the client's Insurance screen.

To delete an Insured record, click the Delete button on the lower right of the Insured screen. The Insured must not be used on any client Insurance Policies. To delete an Insured record that is used on policies, first click the Go button for each policy, replace the Insured on the client's policy with the correct information or click clear next to Box 6, (thus removing the Insured from that policy), and then click the Back button to return to the Insured.

Using the Insured on the Client Insurance Screen

Once an Insured has been selected or created, the information pertinent to a 1500 will show in the boxes on the client's Insurance screen. Click the Insured info (e.g. name & address area in Box 4) or Edit Insured to open the Insured screen for viewing or editing.

To change to a different Insured person for any Client Insurance Policy, simply click the Box 6 area as other than Self, and the Select Insured pop-up window will reappear. Click on any name, and that person's Insured info will replace whatever was there. Remember to also change the other information: Box 1a Insured's ID Number, and most of the 11 boxes.

Turning an Insured Record Into a Client

During creation of a new client, if you see a new client is already in ClientTracker as an Insured record (the orange row), you should use the info already entered to create a new client record. This is important to retain the link between the client's Personal info and that used for 1500 claims as the Insured.

To find a Non-Client Insured person, go to Settings/Practice; click Non-Client Insured button. Locate the person from this list. From there, click the Turn into Client button on the right of their row, and the Insured info will be transferred to a new client record, and the former Insured record will be deleted. Any Client Insurance Polices on which that person was used as Insured will still be connected to the new Client record.

In addition, the link between the Client with the Insurance Policy and the new client created from an Insured record will be updated, so that the Insured info links to the new client record.

Tip: If you first create a new client, and realize that they are also in ClientTracker as an Insured record, go to the Insurance tab for the Client using them as Insured, and follow the instructions above to delete the obsolete Insured record for that person. Then re-select the Insured to be the new client record.

At the top of the right column in section (2) are details about the selected policy:

Policy Name - Defaults to the name of the insurance company. Change it as needed.Active – This must be checked for the policy's insurance company to show in the pop-up menu of available policies on the 1500 form data entry screen. You may choose to have inactive policies for an insurer that remains active; or vice versa.

The rest of the fields are optional - you may use them for your reference. The fields in blue are only available if you create an Insurance Verification Worksheet for the policy (see [5.2] Insurance Verification Worksheet)

Approved – date field

Co-Pay – Amount that would be auto-filled when a payment is made as a co-pay

Coinsurance % - For your records only; if used by the policy (enter as a decimal; e.g. .2 = 20%)

Deductible – A dollar amount you can keep track of manually, if desired

Expires - The date that benefits expire on the current policy

# of Visits - A cap (if any) on the number of Visits allowed by the policy

The Insurance Verification Worksheet is an optional place to record the details of a client's policy, and the verified elements of coverage. It is not connected to any other part of ClientTracker (e.g. it does not "count" visits or dollar amounts towards policy limitations). However, it can be printed out and shared with other staff members or the client as needed.

Create a Verification WorksheetClick the Verification link on the Policy Details panel to access the worksheet area. It will not let you enter anything until you click the +New button. Each time you click the +New button, a new blank worksheet is created for the currently selected policy. Use the scroll handle to see a vertical scrolling display of other worksheets. The most recently created worksheet will show at the top.

Click close to go back to the Policy Details panel

Worksheet FieldsYou may not use all of these fields, or you might use them for other purposes. It's up to you. The only information on the worksheet that is used somewhere else in ClientTracker is the Auth # for Box 23 of the 1500.

Staff Authorization - Date & Done ByAuthorization -# (number) & Done ByCoverage - Check if the policy covers some servicesReferral Needed - Check if trueNetwork? - Select In or Out to show the practitioner's statusBenefit Limits - Fill in any that apply: Expiration, # of Visits, Time Period, Benefit CapCopay, Coinsurance % - Fill in if applicableDeductible - Fill in Annual and Remaining, if applicable

The fields below will look up from corresponding fields on the Insurer record (on the Coverage tab), and can be modified afterwards:

-- Diagnosis and Procedures - Fill in if specific codes are covered (or not covered)-- Notes - This could be "Exclusions & other info" or whatever info you want-- Verification Contact # or Web - Enter either a phone number or web
page (URL) used to verify the policy. If a URL is entered, the Go
button will open it in your browser.

This screen can be used to record the client's medical history, medications, allergies, and so on. If you need a paper copy, click the Print button in the upper left. To add notes to the client history, click on any area and type. This screen can be accessed via the client's History tab.

There are optional fields for you to enter the date the client history was taken, or updated.

Click Customize This Form to edit the standard text that appears on the History/Initial tab for new clients. This text will be used to create a new, blank History form for each new client, but will not change those created before you make these changes.

Note: Your changes to the History form do not affect any existing SOAP Notes, because the info is part of the client's permanent record. The History tab can be accessed from any SOAP.

The History/Clinical tab has three portals that display separate lists of all the SOAP line items used for a client, e.g. diagnosis codes, procedure codes, and products. They show a cumulative record of everything entered in ClientTracker, so they will show if the same line item has been used more than once. The portals themselves are not functional, except that you can scroll up or down each list to get an idea of any usage patterns.

To display the portal contents for a specific time period, enter the Start and End dates in the Date Range fields at the top of the tab. The portal contents can be printed by clicking the Print link at the top. You can also run other reports to monitor a client's clinical activity:

The Appointments & SOAPs tab shows you a list of appointments and SOAP Notes for the client, with the appointment date and time. Remember that an appointment and SOAP Note are the same record, but have different uses in ClientTracker.

Appointment = A visit that has not happened yet. From the Appointment pop-up window (available in the Calendar, Client area, and SOAP screens), you can create or view an invoice or SOAP Note associated with a client visit.

SOAP Note = The medical record of a visit, including clinical and other information.

Appointments & SOAPs List

When the Appointment & SOAPs tab is clicked, all of a client's
appointments and SOAP Notes display as rows, with the most current dates
first. The list can be sorted by Date, Chief Complaint, SOAP Type,
Practitioner, Status, or by Invoice number.

Control Panel Actions

The New SOAP icon will create a new appointment and a new SOAP. Because a SOAP note comes from a client visit, an appointment needs to be made for ClientTracker to function properly. Fill in the Appointment window pop-up, and click Save to display the SOAP button, which will take you to the new, blank SOAP note.

The Find SOAP icon will take you to the "Find Appointments & Visits" screen, where you can enter detailed criteria to find any visit, including those for other clients.

The Show All SOAPs icon will reset the list to show all SOAP Notes for the current client; sorted by date and time.

The Print icon will print a list of the currently displayed appointments & SOAPs

To print all Client SOAP Notes, click the Find SOAP button and search for the desired SOAPs by date range or other criteria.

You have a choice of printing a list, or printing all the Client's SOAP Notes from this button.

Clicking on the appointment bubble will open the Appointment pop-up window for any visit.

Click the Go button or row to see a detailed view of any SOAP note (blank, partially completed, or completed).

If an invoice has not yet been created, click Generateto create one. Otherwise, the invoice number shows, and clicking that will open the invoice. For more info about generating an invoice, see Invoices & Payments> Manage Invoices.

Click Omit to remove a record from the list temporarily; e.g. to print only selected visits.

If there are any photos or files linked to a SOAP note, the respective icons will show

The Status of a SOAP note is also the status of an appointment

Upcoming = If the appointment/SOAP is in the future

Today = If the appointment/SOAP is today

Birthday! = Shows when the visit occurs on the client's date of birth

Initial Visit = The first client visit for any particular practitioner. This is automatic, but can be hidden when creating the appointment.

Cancel Invalid, Cancel Valid, or No Show = These can be selected on the Edit Appointment pop-up, or on the SOAP note.

The client's Invoices tab is the place for entering Payments on Account made by clients or family members. Basically, if a lump sum payment is received to be applied to old balances from several invoices, this is the place to do it. If a payment is received for one specific invoice, you should enter it on the invoice.

The Invoices & Statements subtab displays a large portal of invoices for the current client, along with the payment status of each invoice. From this subtab you can print an account statement and invoices for the client.

The Payments on Account subtab shows the same invoices, but with a utility for making payments on the account and distributing them to one or more invoices. If the client is part of a Family, you can also view its members, and access the Family record.

The Invoices & Statements subtab shows a summary of all invoices for this client, including Date, Invoice #, Type, Total, Status,and amount Due. To view an actual invoice, click the invoice # blue link. For a more detailed view of this list of invoices, click the Complete List blue link at the bottom of the portal.

[Version 5.0] Print Invoices in a Variety of Sets and FormatsIn
the Print Options section to the left, choose which invoices you want
to print and how you want to print them. Your choices correspond to the
invoices displayed on the Invoices & Statements subtab.

Batch Print Client Statements
- To print all statements that include invoices with a balance due from
the Client, go to Reports and run the "Unpaid Invoices" report with the
choice of "Clients." See Reports & Marketing> Invoices>Unpaid Invoices for more info.

Choose InvoicesAll = All invoices for this client; paid or unpaid

Unpaid = All Unpaid invoices (with any balance due from Client or Third Party)

Selected = Only the invoices you select from the list on the right, by checking the box on the left of each row.

Date Last Statement Sent - Fills in automatically when you print a statement, and can be edited as needed. This date can be used to find clients on the Clients List.

Do Not Print Insurer Balance Due = Omits this value (if any) from the Statement, and shows only amount due from the Client.

Statement Notes (optional) - Whatever you type here will show on the printed Statement. The space available on the printout is limited to the size of this entry field.

Tip: You can also print statements from the invoice list for a found set of invoices. This can include multiple clients with their paid and unpaid invoices.

Year End Transactions Report - The lower right corner of this tab has a button that can be used to quickly provide a year end report of all client invoices and payments. This is sometimes referred to as a "tax report," and is printed in the format of a Transactions Report Detail.

Click on the Payments on Account subtab to view the screen for entering and distributing payments made on client accounts. Payments on account ("POAs") can be used in any situation where one payment is used to pay for more than one invoice. On this screen the amount due is separated out into amount due in total, and amount due from the client. This is necessary where third party payer claims are concerned.

The Payments On Account panel at the top of the subtab shows all
payments made to the account, the remaining balance available to distribute. You can use the balance available to
pay any outstanding invoices listed beneath the panel.

POAs can be distributed across families. For example, if Homer Simpson and Bart Simpson are in the same family, a POA can be entered in Homer Simpson's record and distributed to invoices for both Homer Simpson and Bart Simpson; from their respective Invoices screens. There is a small portal at the lower left showing the members of the client's family (if any).

Click a family member to switch to the Invoices screen for that client

Click Edit Family to view the Detail screen for that Family

Click Add to an existing family if you want to make the client a member of a Family

Click the Manage Families icon at in the Control Panel to access the Family list and functions

At the top of the screen, the Balance Due is shown. Also displayed is the total Credit Available for this client (or the shared amount for a family if the client is a member of a family). The Credit Available is the total of all POAs that remain to be distributed to invoices.

To enter a new payment on account (POA) for the client (i.e. one that is intended to be distributed to multiple invoices), click the New Payment button in the upper left area of the Payments on Account subtab.

Enter information about the payment into the boxes in the "Payment Palette," or Payment on Account box, that appears beneath the button.

If Credit Card is chosen as the payment Method, additional fields will appear to enter more info.

Click Cancel at any time to close the Payment Palette, and any info entered will be cleared.

Note: POAs are credited to the client's account in general, and can be applied to invoices as needed. If the client is a member of a Family, all client POAs are pooled for that Family.

Date - Enter using the drop-down calendar, or click on the blue-underlined text of "date" to auto-enter the current date, or click again to enter a date manually.

Method - Choose between Cash, Check, Credit Card, or EFT. If you select Credit Card, additional fields will show in the Palette.

Amount - Enter the payment amount. Dollar signs are not needed.

Check Number - Enter the check number here, if the payment is by check.

Note - This blank field can be used for any information of your choice.

Other credit card blanks:

CC Number - Enter the first 2 digits, and last four digits, and the type of card will appear.

CC Exp. Date - Enter the expiration date in a format that is meaningful to you.

CC Approved - Enter an approval number or other info as needed.

Note: ClientTracker does not process credit card transactions at this time, so the credit card boxes are for recording a credit card transaction processed using another means, such as with a swipe machine, or over the telephone.

Once you have confirmed that all information in the Payment Palette boxes is complete and correct, click the Apply button at the bottom of the box. This adds the payment as a credit on the client's account. If you want to cancel the process, click the Clear button (this will permanently delete all info in the boxes).

Once a payment on Account (POA) has been entered, it will show in the top row of the POA portal, highlighted in yellow. This is the "selected POA." Just beneath the selected POA is a small 2-row portal of all POAs available for that client.

POAs with remaining funds to distribute will sort first. To select any POA, use the small scroll handles on the far right of the portal to locate the POA, then click its row and it will move to the top and be highlighted as the selected POA.

Note: POAs that have been fully distributed (i.e. have no funds to distribute) cannot be selected, but you can view their details with the[i] button.

Delete the POA - Click the delete button at the far right of the highlighted row. Only POAs that have not been distributed or refunded in any way can be deleted.

Payment On Account Details

This screen shows the original info about the POA, any funds remaining, and a portal of "what was done with it" - in the form of distributions used to pay invoices, or refunds. The portal has plenty of lines available, but most POAs will need just a few. You get here by clicking on the [i] button at the left of a POA record.

Things you can do on this screen include:

Print - Print out the detail and all its distributions

Go Back - Go Back to the client's Invoices screen

Print a Receipt for a Refund - The Print link shows only for refunds

Edit the date it was distributed.

Delete - This will delete the distribution or refund, and change the remaining funds for the payment. This will also affect the client's balance due, and the Total Due of the invoice to which the POA was distributed.

To apply funds from a payment on account (POA) to an invoice or invoices:

Step 1 - Select the POA you wish to distributeClick on the payment to select it, and it highlights in yellow and moves to the top. If the client has multiple POAs with funds to be distributed, select and distribute them one at a time.

Step 2 - Allocate payment amounts for invoicesType the payment amount into the "Allocated Payment" box on any invoice(s) you want to pay. Next to each box is a button labeled [+]. Clicking this button will automatically enter a choice of:

(a) The full amount due from the client for that invoice, up to the amount remaining in the selected POA.

(b) If the Copay box is checked to the right of the [+] button, one or two payments will be made to the invoice. One if the amount is equal to the amount of the Copay for the client Insurance Policy selected for that invoice. Two if the amount is greater than the copay: one for the copay and one for the remainder of the amount.

Continue entering allocated payments until the POA has no more funds, or the available invoices are all paid. You may leave the POA partially distributed.

Note: The Client column under Balance Due includes the amount due from the client in red numbers, when applicable. This will reduce as POA funds are distributed to the invoice.

Note: ClientTracker will not warn you if the amount you enter is greater than the total expected or available. Use your own discretion and caution when entering distribution amounts. ClientTracker will not apply more than what is due on an invoice, or more than what is available in the POA.

Step 3 - Check the totalThe "Total Allocated" box is the sum of all amounts entered for all invoices. This sum will not be more than the Amount Available for the selected POA.

If you need to clear all Allocated Payments, click the Clear Allocated link at the bottom.Tip: If you ever see a "ghost" total in the Total Allocated box, for which there is no corresponding amount in the Allocated Payment boxes above, hold down the Ctrl key and click the Clear Allocated link.

Step 4 - Distribute the Allocated PaymentsClick the Distributebutton, and all Allocated Payments entered from the selected POA are applied to the corresponding invoices.

If you want to distribute another POA repeat steps 1 through 4. (The next POA with available funds will auto-select.) You can partially or completely pay any number of outstanding invoices in this manner, up to the total amount of credit from POAs in the client's account.

Any Payment on Account (POA) that has a remaining balance can have all or part of that balance processed as a refund.

In any POA row, click Ref. to open the Issue Refund pop-up window.

Enter the Amount of the refund

The total amount remaining on the POA will enter automatically. You may refund only part of the amount by changing it. The remainder will be kept as credit.

Enter the Method of the refund from the drop-down list, or click again to enter an ad hoc value

Enter a Memo, if desired

Enter whom the refund was Issued By (e.g. your name or initials)

Click the Refund button to issue the refund, or Cancel to abort

You will be offered the option to print a receipt with a place for the client to sign.

After a refund has been issued, it can be viewed on the POA Details screen (see above). The date can be changed, but all other info is non-editable. If needed, the entire refund row can be deleted from the portal on the POA Details screen, by clicking the small delete button at the right of its row.

Tip: If you are using the Register, a corresponding manual Withdrawal entry should be made in the amount of the refund. This is not done automatically by ClientTracker.

For multiple reasons, it can be very helpful to track visits. One reason is, your patient has insurance coverage and they only allow so many visits that have to be used by a certain date and/or those visits have a dollar cap amount.

Another reason is, you sell Pre-Paid packages that have nothing to do with insurance coverage, but you need to track how many visits and how much of the package, your patients have used.

Lastely, a more "generic" type of visits series is there is no pre-paid package and no insurance coverage but you want to track the number of visits for a certain treatment type, or health condition.

For those reasons, there are three types of client series that you can create and track in ClientTracker. This chapter contains the following information:

Many insurance companies now require that you get pre-authorization or pre-approval for insurance visits.

First, verify insurance benefits, track that information on the Insurance verification tab.
Enter relevant information when you have verified benefits.

If you entered Verification information previously or "legacy data" you can see this by clicking the "i" button to the right of the word Policy.

Name the insurance verification. We recommend naming verification the type of visit, like Acupuncture.

If you want to track an insurance series, choose the verification name and then for the Authorization Click + New. Name the visit series, we recommend the name/ Reason (back pain, neck pain.)

Then enter the information for that visit series making sure to enter one of the three following, # of visits allowed, dollar amount cap, and\or am expiation date. Once you fill this in and assign visits to the series, ClientTracker will track used and remaining visits.

After you click the + New button for the Authorization, fill in the necessary information to track the visits in the series.

The SOAP Note (aka Chart Note) is an integral part of a client's medical record. This is the place to enter all clinical and other info about the client's visit. It is also the link between a client and the invoice resulting from this visit.

ClientTracker automatically creates a SOAP Note for all appointments. An Appointment contains the initial SOAP info: date, time, and practitioner. So first is the appointment, then the visit, then the SOAP Note containing all the details of the visit. They are one and the same record in ClientTracker.

Any time before, during or immediately following a scheduled appointment, the practitioner can fill out the SOAP Note by:

Clicking on the appointment in the calendar and open the Appointment Info pop-up window; then click the SOAP button, or

Clicking any appointment in the list on the Appointments & SOAPs tab of the client record

Frequently-used templates for
SOAP Notes can be set up, so that the clinical details, procedures, etc. will be
automatically created to be used as a starting point for a new visit. Of course, the information on any SOAP can
always be edited, and can even be saved as a new template. For more information, see SOAP Notes> SOAP Templates.

From the SOAP Note screen, many actions related to a client visit can be performed.

Record clinical and treatment notes, e.g. pulses, points needled

Import information from a SOAP Template, or from a previous SOAP Note for that client

Generate a new invoice, or link the SOAP Note to an existing invoice

Access the client's History and other client information

Select diagnoses, procedures, and products for the visit, which are shared by the invoice linked to the SOAP Note

Link client files or photos to the SOAP Note

Create communications related to the SOAP Note, and link them to the client's record

On demand with the New SOAP icon in the Control Panel of the Visits area

Optionally from an invoice if it was made without an appointment

Create a SOAP Note with the New SOAPIcon

The appointment information is integral to a SOAP Note, so that must be made first. On the SOAP Note or SOAP list click the New SOAP icon and create the appointment info for this SOAP. After the appointment has been made, click the SOAP button from the Appointment Info pop-up window.

If an invoice was made without an appointment, a SOAP Note may need to be generated later. For example, if the invoice was created from the client's Personal screen with the New Invoice No SOAP button, or from the New Invoice icon in the Control Panel of the invoice area, a linked SOAP Note can be created by clicking the Create SOAP Note button on the upper right side of the invoice.

When a new SOAP Note is created, it is auto-filled with information from several sources that make it easy and very flexible to customize the client's medical record.

If no other option is selected, the SOAP Note information is filled out from the Default SOAP Template, also known as a "system template."

Tip: To create a completely blank new SOAP Note each time an appointment is made, remove all information from the Default SOAP Template and do not assign any other templates to practitioners. See SOAP Notes> SOAP Templates for more info.

If the practitioner for the visit has preferred SOAP Templates assigned on her record, these will be used. For example, the SOAP Note the previous visit for any client is one of the preference options.

At any time, information from any previous client visit or SOAP Template can be selected on the Templates side tab of the SOAP Note, which would overwrite any existing information in the SOAP Note.

1) Click the Find Visit icon on the Control Panel of a SOAP Note or list of appointments and SOAPS

2) Run the "Find" report for Appointments & Visits on the Reports tab

Tip: If you're looking for one particular SOAP on a known date, look for the appointment on the Calendar, and click the SOAP button on the Appointment Info pop-up window. If you know the client, click the Appointments & SOAPs tab and locate it on their list.

On the Find Appointments and Visits layout, you can search by a variety of criteria. For more info, see Calendar> Manage Appointments>Find Existing Appointments. Once the search results are displayed in a list view, click the row (avoiding the appointment bubble), and the SOAP Note will open.

One other way is to run the "Visits with No Invoice" report on the Reports tab, which is intended to let you view a SOAP Note from the resulting list if necessary, and generate invoices as needed.

Warning: A SOAP Note has information required to be retained under HIPAA regulations. Once a SOAP is deleted, it cannot be restored.

To delete a SOAP, use the Delete This SOAP button on the main SOAP screen in the lower right corner.

Remember these important considerations when deleting a SOAP Note:

Deleting a SOAP Note permanently deletes the appointment that
it represents from the calendar, and from the client's record.

A SOAP Note (and the appointment it represents) cannot be deleted if there is a linked invoice with payments

A past, present, or future SOAP Note (and the appointment it represents) can be deleted if it has no payments associated with it

Tip: To delete a SOAP Note that is linked to an invoice, first either Unlink the invoice using the link in the upper right of the SOAP Note detail screen, or delete the payments from the invoice itself. See Invoices & Payments> Payments, Adjustments, & Credits for more info.

A SOAP Note can be filled out anytime after an appointment is made - even after it has passed. The practitioner can access the SOAP Note, or detail screen, in three ways:

1) Click on the SOAP button in the Appointment Info pop-up window that opens from a calendar appointment.

2) Click a row in the list from the client's Appointments & SOAPs tab, or from the list resulting from a search or report. After accessing the detail screen, click the Record Navigator buttons to move forward or backward in the sequence of SOAP Notes.

3) After an invoice has been created, click the Go to SOAP Note button on the upper right side of the invoice. For more info on creating a SOAP Note from an invoice, see SOAP Notes> Overview>Create a SOAP Note.

Information is added to the SOAP Note by use of a SOAP Template, typing into the fields of the detail screen, clicking the anatomical chart, or linking other information to it. Each of these is explained below.

Information is saved automatically as you move from field to field, or go to a different tab or area of ClientTracker. There is also a Save button at the top next the the generate or go to invoice button.

Parts of a SOAP Note

The SOAP Note detail screen is set up with layers of tabs to move quickly to different parts of the note. The default order for these tabs, i.e. which one shows on top, is set for the SOAP Template from which the note originated.

Main Tabs - These allow quick access to other areas of client information, including Personal, Insurance, History, and Invoices. Side Tabs - Different areas of the SOAP Note are accessed by tabs that run vertically along the right edge of the SOAP Note.

-- SOAP, or clinical information, can be entered by using the Acupuncture, Anatomical, or General tabs.

-- Link information to the SOAP Note or create communications related to the visit from the Photos/Files tab.

-- Use the Templates tab to manage the SOAP Template of origin for this SOAP note or view a previous SOAP Note for reference or to apply to the current SOAP.

Sub Tabs - These give access to the different parts of a Side Tab, i.e. Subjective, Objective, Assessment, and Plan.

Appointment information is displayed at the top of the SOAP Note, just under the client's name. Clicking this appointment bubble opens the Appointment Info pop-up window, from which you can click Edit to change the appointment info. Changing the practitioner, room, or other appointment information also changes it for the SOAP Note, but not for any linked invoice.

At the bottom of the SOAP Note are the familiar Comm Panel buttons for creating a communication to the client. The Type field (a.k.a. "SOAP Type") has a pop-up menu of choices that you can manage in Settings/Program/Value Lists, or by clicking the Edit List link.

Default Main Tab - At the bottom of the SOAP Note screen or on the SOAP Control Tab found on the main Files-Photos tab, you can designate the Main Tab you wish to view first when you come to the SOAP Note screen. This choice overrides any choice designated on the SOAP Template.

The five main data entry areas of the SOAP Note screen are accessed via the vertical side tabs along the right edge of the screen. Three of these tabs are divided into four main areas: Subjective, Objective, Assessment and Plan. These three tabs are different views (depending on your preference) for entering similar information about the client's visit and can be used interchangeably. Preferences as to which tab shows on top can be set in the SOAP Template of origin. (See SOAP Notes> SOAP Templates for more info.)

Acupuncture Tab – The Subjective, Objective, Assessment and Plan areas are divided into four sections, or panels, on a single tab. If needed, use the clear links to clear all data from all text fields in that section.

Objective panel - Record pulses, tongue, and other notes from the objective examination.

Assessment panel - Enter an assessment on the Notes tab, and select as many Diagnosis Codes as you need* by clicking the New button, and selecting from a QuickFinder. Any diagnoses in this portal will show on the linked invoice.

Click Edit List to manage your list of Diagnosis Codes

Keyboard Shortcuts for entry of Line ItemsOn each invoice and SOAP screen, use
key strokes to bring up the QuickFinder for Diagnosis & Procedure
Codes and Products. To be reminded of this on each screen, at the top
menu, look at Records, Choose New... and then the little menu:

Ctrl+Shift+D to enter a new Diagnosis Code

Ctrl+Shift+P to enter a new Procedure Code

Ctrl+Shift+G to enter a new Product item

[5.1] Add Multiple Diagnosis Codes (or other line items) with the Multi-Pick ToolThe Multi-Pick option on the pop-up Quickfinder lets you select multiple Diagnosis Codes, Procedure Codes, or Products while the pop-up is open, and add them all to the SOAP at one time. + See [5.1] Add Multiple Line Items to a SOAP below for details

You can also simply type in new or existing diagnosis codes and have the option to add new codes to the list, right from the SOAP note.

Plan panel - Use the Recommendations/Next Steps field and the sub tabs to enter information.

TCM - Click the New button to create a new row in the portal to record Points Needled

Notes - A large Notes field is available

Herbs/Formulas - Enter Herbs/Formulas Prescribed, and/or add products to the portal by using the New button, and selecting from a QuickFinder. Adjust the quantity as needed. Any products in this portal will show on the linked invoice.

Click Edit List to manage your list of Inventory

The Herbs/Formulas tab has new functions related to formulas, including a pop-up Formula Label creator. Also: + Click the small Go button on a Product row to see that item's Inventory Detail screen + Hold the Ctrl key down (Command on a Mac), and copy instructions from the Inventory Item record

Procedure Codes- Enter as many Procedure Codes as you need* by clicking the New button, and selecting from a QuickFinder. Edit the modifiers and price as needed. Any procedures in this portal will show on the linked invoice.

Click Edit List to manage your list of Procedure Codes

You can also simply type in new or existing procedure codes and have the option to add new codes to the list, right from the SOAP Note.

*Note: If the billing will be done on a 1500 claim form, it only displays a limited number of four diagnoses and six procedures from one or more linked SOAP notes. See Invoices & Payments> 1500 Invoices for more info.

Anatomical Tab – A large, detailed, graphical anatomical chart makes it easy to enter Objective notes for specific areas of the body, and the other Subjective, Assessment and Plan areas are also available.

Click on an area of the body, and its description will be entered in red text in the Objective Notes subtab.

Use the up/down arrows to shift the anatomical chart to the upper or lower areas of the body.

General Tab – The Subjective, Objective, Assessment and Plan areas each have larger fields and are divided into subtabs. Otherwise, the information that can be entered is the same as for the Acupuncture tab, with 2 exceptions on the Objective subtab.

Tip: Diagnosis codes, procedures, products, TCM (points needled), and other SOAP Note information can be set up as part of a SOAP Template to be auto-entered for various types of visits. See SOAP Notes> SOAP Templatesfor more info.

Suggested Communications can only be assigned to a SOAP Note from the SOAP Template of origin. Clicking a row will create the communication, using the ClientTracker Communications Module. These suggestions are intended to remind practitioners to fill out certain forms, or process other communication related to a certain type of client visit. Enter an optional Created date to show it was done.

Use the delete button to remove a suggested communication from the portal, if it is not needed.

User-Defined Value Lists on the SOAP NoteClick a Pulse field to enter a value manually, or click the little arrow
at the right of the field to open a customizable value list, aka
"drop-down list." The drop-down list shows any custom values you want;
in any order.

Click "Edit..." to open a small value list pop-up window and add, subtract, or reorder your values.

PULSE ENTRY TIPS

Tip: A hyphen on a row by itself will create a separator line in the list.

Tip: When the drop-down list is open, you can type ahead to select any value and press Enter to enter it into the field.

Tip: Click the field itself (shown below), not the little arrow, to add a value that you don't want to keep on your list.

Note: A separate drop-down list with similar action is available in the Points Needled list, on the "TCM" tab (or whatever you have named it), on the main Acupuncture tab.

SOAP Notes and lists of SOAP notes can be printed in various ways in ClientTracker.

From the Print SOAP icon on the Control Panel on the SOAP Note detail screen, SOAP Notes will print only the data from the note in a prearranged format; not as a graphical representation of what you see on the screen.

You can customize some aspects of how your SOAP Notes will print in the Plan section; both individually and as a default.

On the Files/Photos tab of any SOAP Note is a smaller tab of controls for print preferences:

To keep the system defaults printed by ClientTracker automatically, do nothing. To revert to the system defaults after you have made changes, click clear all.

To customize a label for all your SOAP Notes, type a value under Your Custom Defaults, and it will automatically load into the This SOAP Only column, too. You can also type a unique value under This SOAP Only to make a label for just this one SOAP, and it won't affect other SOAPs.

Where to find the items for which you are changing labels:

Notes - The field in the Plan section on the Notes subtab that has an orange label "Notes" on the entry screen

Treatments - The 2nd subtab on the entry screen with a portal of treatments you can add as needed. This will always print on the SOAP Note if anything is entered here.

Other Supplements Prescribed - The field in the Plan section on the Products subtab that has an orange label "Other Supplements Prescribed" on the entry screen

Recommendations - Next Steps - The field in the Plan section on the Products subtab that has an orange label "Recommendations - Next Steps" on the entry screen

Choose to Print Info On the SOAP NoteClientTracker will print a label on the SOAP Note for different items added on the entry screen, e.g. adding 2 Products will result in a label "2 Products Sold" and an abbreviated list of the products. The text of these labels can't be changed, but you can choose to print them or not.

Print on SOAP NoteThe default is that all the boxes are checked to print on All SOAPs and This SOAP. Uncheck a box to NOT print the info. You can also choose to print or not for just This SOAP.

Diagnosis Codes

Procedure Codes

Products Sold

Files Linked

Photos Linked

"Printed on" date/time in footer of each page

Tip: You can see the changes in Print Preview before you actually print.

There are additional choices in the "Print on SOAP Note" section re the new Private Notes field. Check to print this on all SOAPs or just This SOAP. Leave unchecked and the Private Notes will not print.

Location: On the SOAP Control Panel tab, found on the main Files-Photos tab of the SOAP Note.

How it works: Enter a SOAP Final Date, and a red border appears around the SOAP screen, indicating it is final. You can still make changes to the SOAP Note if you need to. Use the clear link to clear the date if needed.

Tip: You can see which SOAP Notes have a SOAP Final Date by hovering your mouse over the "Status" field on any Visit List. For example, run a report for all the day's visits, then hover over each in turn to see if it's marked final. The "S" or "I" initial to the left of Status will also have a green box to provide a visual cue.

Private InformationUse this field to
enter sensitive information about the client that you want as part of
your SOAP Notes database, but may or may not want to print. This is an
additional safeguard of the patient's privacy.

On the Acupuncture tab, the Private Notes tab is found behind the Intake tab, in the Subjective area.

On the General tab, the Private Notes tab is found on the Subjective subtab, with an option to Hide the notes from view.

Note: To prevent private information from printing, check the box on the Print Preferences for SOAP Notes tab, found on the main Files-Photos tab. See Print Preferences for SOAP Notes above for more info.

For those who want to chart electronically with minimal interface, the
Free Form SOAP Note allows you to create plain text or formatted SOAP
Notes that include nothing else but what you enter into the field.

To
access the Free Form SOAP Note, click the vertical General tab on the
right of the SOAP and choose Free Form SOAP vertical tab on right

Tip: Use this field for practice types or services other than Acupuncturist. You can set this as a Default Main Tab if you always want to see this field first when you come to a SOAP Note. See above for more info.

To print, click the Print button to open the Visit Print Menu pop-up, and click the "Free Form SOAP choice.

An optional field on the SOAP Note lets you compose instructions of
any length, to be printed out after the visit and provided to the
client. This field can contain any text that you want, and can be formatted in many ways.

On the Acupuncture tab, access a small version of this field in the Plan section, inside the Notes subtab.

On the General tab, use the vertical buttons on the right to access a larger Client Instructions field, which is good for formatting text, and is closer in size to how the printed handout will appear.

A small calendar icon is above the Client
Instructions field on the SOAP Note entry screen. When clicked, it will
insert the client's next appointment info (if any) at the position of
your cursor in the Client Instructions field.

There is also a small Inventory ("I") icon that when clicked will enter your choice of

a list of any Products added to the SOAP, formatted as a list of ingredients, or

Text in the Client Instructions field can be formatted using the text formatting tools in the main (top) menu, under "Format."

Use
Ctrl+C to copy the Client Instructions text when finished, then create
an Email communication to the client and paste the text in the body.
(Note: Email text is sent as plain text only from ClientTracker, and
cannot be formatted.)

Printing the Client InstructionsWhen
you click Print for a SOAP Note, you have a choice to print just the
SOAP Note, the SOAP Note + and Client Instructions, or just the Client
Instructions alone.

Note: The Client Instructions contents will copy forward, along with other SOAP info, if that option is set up for the Practitioner.

SOAP TemplateClient
Instructions also appear on SOAP Templates, where you can enter info that
will be the same for all clients for whom that template is used. Anything you enter in the SOAP
Template will be copied when it's applied to the SOAP. See SOAP Notes> SOAP Templates>[5.0] Template of Client Instructions for more info.

The Objective sub tab on the main General tab of the SOAP Note has a built in Body Mass Index (BMI) Calculator, just beneath the Vital Signs. The Weight field has been moved to this panel, as it it part of the BMI calculation.

Enter Height as a numeric value only, and indicate if this is inches (in) or centimeters (cm). Then enter Weight as a numeric value, and indicate pounds (lb) or kilograms (kg). ClientTracker does the rest! Just click the calculate link on the right to see the BMI percentage.

If the BMI exceeds 30%, it will show in red

The values for Height and Weight must both be entered in the English system (in / lb), or the Metric system (cm / kg).

Click clear bmi only to erase the values if desired, or save them as a permanent part of the SOAP.

If there is a value in the BMI field, a small section will be added to the printed SOAP Note to show the BMI Calculation. Otherwise, Height and/or Weight will be grouped with the Vital Signs.

Tip: The BMI is useful for documenting weight loss and/or diet management procedures; for which many insurance companies will pay.

Design and Print a Formula LabelFor
those who use groups of Products regularly as constituent ingredients
for a "formula" prescribed for a patient or Client, ClientTracker offers
a system to set up and customize a label that can contain any
information you want.

Formula Labels are made on a SOAP Template or SOAP Note, and have your basic info created in the Settings area.

SettingsOptions to set up custom text to be used on Formula Labels are in the Settings area, on the Program tab. Go to the smaller subtab Print, then choose Labels.

For your convenience, on the Labels subtab
you can set up the initial format and text to be to be used as the
building blocks for all Formula Labels. A label usually has 4 parts.

Part
1 - Your practice information, including name, address, phone, and even
fax, email, and/or web site. All of this info is copied from the
Practice tab of Settings when you click the Reset Practice Info button.
From there, you can add or remove text, format it, or customize it in
any way for use in formula labels.

Part 2 - Visit (SOAP)
Information - A label for a prescribed formula needs the date of the
visit, and the names of the Client and Practitioner. These are not set
up in Settings, but are options for the SOAP Note. See below for more
information.

Part 3 - Ingredients of a formula are the Products added to a SOAP Template or SOAP Note. See below for more information.

Part
4 - Additional Information of your choice. You may want to include an
Expiration Date and/or Instructions for Use on your formula label.
Enter and format in Settings any repeatable information you'd like to
add to your labels.

Create a Formula LabelTo open the Formula Label pop-up window, click the Formula icon on the Products tab (Acupuncture or General view).

On
the Formula Label pop-up window, design the label text and formatting
you'd like to be printed on a label.
You can enter predetermined text, and/or freely type in your own text.
Elements can be entered anywhere in the space provided, and can be made
larger, smaller, and/or moved around to suit your needs.

Click the small blue arrow (or whole box) to enter a block of text at your cursor position.

Practice Information - from the Settings controls for a Formula Label

Ingredient Info - all Products added to this SOAP Template in the order they appear, including Quantity, Unit, and Name.

Tip: You may want to enter a Product item in Inventory that acts as a "title" for the formula. See XXX for more info.

Custom Information - from the Additional Information area of the Settings controls for a Formula Label.

BUTTONS ON THE POP-UP

Close - Save whatever is entered and close the pop-up

Copy Label Text
- Copies the whole contents of the label so you can paste it into
another program, for example one where you already have label printing
set up.

Print - Offers a preview of how your label will look, and a Floating Preview Palette for printing.

Note: The
Formula Label text will print on whatever printer you choose from your
computer's list of available printers. It will print on plain paper or a
label loaded in your printer. ClientTracker just sends the print info
out; where it winds up is a function of the printer you choose and paper
or label you load into the printer.

The Formula Label is
programmed to print on a label that is up to 4 inches wide, and up to 4
inches deep. If your label is smaller, adjust the text and formatting
in the Formula Template pop-up so that it will fit.

Generate and Print a Formula Label from a SOAP NoteWhen
a SOAP Template is applied to a SOAP Note in any way, the label
information is copied and ready to use in the context of that Client's
visit.

For more info about how SOAP Templates are applied, see XXX

Apply a SOAP Template Formula to an existing SOAP The
SOAP Note's Templates tab (vertical tab on the right side) has a list
of SOAP Templates. Those designated as a Formula Template have dark
blue names and the formula icon. When the Apply link is clicked for any
SOAP Template in the list, you have the option of copying all
information from the SOAP Template, or just the Products.

Warning: When you apply an entire SOAP Template to a SOAP Note, it will overwrite any existing information.

Tip: Applying just the Products from a SOAP Template is a quick way to add a group of Products that constitute a formula.

To open the Formula Label pop-up, click the Formula icon on the Products tab (Acupuncture or General view).

The
Formula Label pop-up associated with a SOAP Note is very similar to the
one for a SOAP Template (see link below); with one additional
option:

Click Visit Info to enter the Date and names of the Client and Practitioner associated with that SOAP.

IMPORTANT:
When a Formula Label is made from a SOAP Note, it becomes part of that
"medical record," and is stored with all other SOAP Note information.

Information
on the Formula Label will be copied to the next SOAP Note for that
Client (with the same Practitioner), just like any other SOAP info.
This can be a big time saver; however, care must be taken to ensure that
the label information is correct for each visit, if applicable.

Tip: To view a Formula Label for a past SOAP Note, click the Formula icon found on the Products tab to open the pop-up window.

Insert Product Info as Text in Client InstructionsThere
is a quick shortcut to enter info about the Products on a SOAP Note
into the Client Instructions, where you can edit, format, or copy it for
other use. See [5.0] Client Instructions Handout for more info.

Tip: "Line items" are Diagnosis Codes, Procedure Codes, and Products. Any line items you add to the SOAP Note will be shared by the invoice.

You can add multiple line items to a SOAP Note while the Quickfinder pop-up remains open. The Quickfinder opens when you click the +New button on the SOAP Note to add Diagnosis Codes, Procedure Codes, or Products.

Click the Multi-Pick link to access the picking tool

Find and select the items from the top list the same way you would for a single item, by typing into the Quickfinder and clicking a row

When you click a row to select, it is added to the Selected list below

Uncheck the box at the right of an item's row if you want to remove it from the Selected list

Click the Add Selected button to add all the items in the Selected list to the SOAP

The Subjective and Plan areas of the SOAP have places to enter your choice of metrics. These are intended for comparison of a before and after numeric value, e.g. pain scale 1-10. These are blank when you first see them - enter your question, and it will become part of the drop-down list so you may add it to other SOAPs when needed.

Subjective - Click on the new Metrics tab to enter.

Plan - Click on the Notes tab, and the Metric sub-tab.

METRICS "BEFORE"

METRICS "AFTER"

There are 2 entry fields. One is a place to enter your question, e.g. "How would you rate your pain, on a scale from 1-10?" The other is to enter a numeric value (numbers only). The question and value will print in the Subjective (before) and Plan (after) areas of the SOAP.

There must be a "before" entry in the Subjective area first, and then the "after" data in the Plan area can be entered.

Click clear to remove your entries in either area.

Tip: Many insurance companies require "proof" that your treatments are effective. Use this feature creatively to let them know! If you have any ideas or suggestions about how you would like to use this feature, contact Ginkgo Software.

The evaluation of "attendant time" is becoming more common with insurers. They sometimes want to know the time the practitioner was actually with the patient; not just how long they were in the office. Measuring the start and end time of each treatment procedure allows a total to be calculated. The TCM (aka "Points Needled") section of the SOAP in ClientTracker now lets you track the time for any treatment - not just acupuncture.

On the TCM tab of the SOAP Note detail screen is a list of treatments that you enter for each visit. (You can name this tab whatever you want - see Print Preferences for SOAP Notes)

Click the Expand link to see the Time information

Enter one treatment per row. For each treatment, you have the option of recording the Position, Time Start, Time End, and Duration. To calculate the total time spent for each treatment (from Time Start to Time End), click the small [=] button, or enter a value of your own. When all treatments and times have been entered, you can calculate the Total Attendant Time at the top by clicking the blue link.

ClientTracker is programmed to copy whatever is the Client's previous SOAP Note with the same Practitioner, even if it the appointment was canceled or was a no show.

At any time, if the SOAP Note copied is not the desired one, simply go to the Templates tab on the SOAP Note and apply the desired previous SOAP.

IMPORTANT CHANGES IN VERSION 6.2.04

In this update we added an extra protection to insure there would be no accidental overwriting of any SOAP note info. You can always go to the Templates tab, locate the last SOAP note and Apply it from there. You shouldn't have to do this every time; this is not our goal. Rather, after a period of adjustment to this new version, it should work as you want.

Make sure your practitioner setting is set to automatically copy "Use previousSOAP/Invoice with the same Practitioner". You can check this by going to Settings> Practice> Click on your practitioner record and check on the right side.

IMPORTANT CHANGES IN VERSION 5.0

The previous SOAP will be evaluated and applied only when the SOAP Note is accessed on the day of the visit. See Auto-Fill a SOAP Note below.

A previous SOAP or SOAP template can be applied to a current SOAP Note even when it has an invoice already generated. In this instance, the line items shared by the invoice will not be changed, but the other SOAP fields will get filled.

Warning: If you delete a practitioner record and re-enter it, ClientTracker will not recognize this as the same practitioner, so the auto-fill functions will not work, or in 5.0, using the Copy Previous SOAP button will also not work. You can always go to the Templates tab and apply a previous SOAP manually according to the rules below.

When you make an appointment, ClientTracker will auto-fill its SOAP Note
from a previous SOAP or SOAP Template, based on designated templates on
the practitioner's Detail screen. The previous SOAP Note will be
indicated on the Appointment window, just beneath the Room.

The previous SOAP is not evaluated and copied until you go to the SOAP on the day of the visit. This prevents an inappropriate "previous" SOAP from being copied, for example, if you had made the appointment far in advance, and/or it was part of a series of Recurring Appointments all made at the same time. You can always apply a previous SOAP on the Templates tab, or by using the Copy Previous SOAP button (see [5.0] The Copy Previous SOAP button below).

Each
practitioner has a template designated for Initial Visits or Subsequent
Visits with the same client. For latter, you can choose to "Use
previous SOAP/Invoice with same Practitioner."

For
each practitioner, ClientTracker is shipped with the Default SOAP
Template preselected. You can keep this designation, or create new
templates and assign them.

Tip: To make
a blank SOAP Note for new appointments, create a completely blank SOAP
Template and designate it a practitioner. The Default SOAP Template
comes as a blank and can be edited. See SOAP Notes> SOAP Templates for more
info about SOAP Templates.

When the appointment is made, a SOAP Note is stored in the program for that visit. Click the SOAP button
in the Appointment window after the appointment is made to view or work
with the SOAP Note. If the template or previous visit had line items
such as diagnoses, procedures, or points needled, these will be
auto-filled on the new SOAP Note.

[5.0] Remember,this does not happen until you go to the SOAP Note on the day of the visit, or click the Copy Previous SOAP button (see [5.0] The Copy Previous SOAP button below).

A client's previous Diagnosis and Procedures can be copied automatically to
the next Invoice.

Important Points

ClientTracker automatically creates a SOAP Note for all appointments, whether you fill it in or not.

An
Appointment contains the initial SOAP info: date, time, practitioner and room.

So first is the appointment, then the visit, then the SOAP
Note containing all the details of the visit. They are one and the
same record in ClientTracker.

Only Diagnoses and Procedures are copied automatically from a previous SOAP or invoice.

SOAP Notes and invoices share the same Diagnoses, Procedures, and
Products. These are often referred to as "line items." The
logic for this is that these line items are part of the medical history
and should also be part of the SOAP note.

Two Methods to Generate SOAP Notes

There are 2 different methods to generate a SOAP Note.

From an Appointment

When you make an appointment, a SOAP Note is generated automatically, even if you don't fill the SOAP Note fields.

This appointment/SOAP record will inherit the Diagnoses and
Procedures from the previous
appointment/SOAP with the same practitioner, if the practitioner's record is set to use the Previous
SOAP/Invoice for all subsequent visits.

New SOAP button

When you use the New SOAP button, you are presented with the Appointment pop-up window. This is because an appointment and SOAP are always connected, even if you don't use the Calendar in ClientTracker.

This appointment/SOAP record will inherit the Diagnoses and
Procedures from the previous
appointment/SOAP with the same practitioner, if the practitioner's record is set to use the Previous
SOAP/Invoice for all subsequent visits.

Best Practice if you create Appointments and/or SOAPsYou can access a SOAP from two main places:

1. the Appointment Info Pop-up Click on the appointment in the calendar and click the SOAP button

The previous SOAP will copy at the time the appointment is made. If you make a series of Recurring Appointments, all of them will copy whatever is the previous appointment at that time. When you get to the later appointments in the series, this may be outdated info, and can be easily replaced with the most current previous SOAP info. See Best Practices to Automatically Copy a Previous SOAP below for more info.

The Copy Previous SOAP button is a powerful tool that can make filling out a SOAP Note much faster. With this power comes responsibility to use it only when appropriate, and to be careful not to overwrite any information you are required to save for HIPAA compliance.

The Copy Previous SOAP button is located near the top of the SOAP Note detail screen, next to the Personal tab. It does not appear or function if:

The SOAP Note is marked FINAL, or

There is no previous SOAP Note for this Client with the same practitioner.

A patient comes in for only herbs, there is no appointment but you create an invoice only.

Warning: If you delete a practitioner record and re-enter it,
ClientTracker will not recognize this as the same practitioner, so the Copy Previous SOAP button may not show at all, or may not work as expected. You can always go to the Templates tab and apply a previous SOAP manually.

When you click the Copy Previous SOAP button, a pop-up window with the same name opens, showing a summary of the previous SOAP's date, chief complaint, and Diagnosis and Procedure Codes. ClientTracker considers a client's previous SOAP Note to be the most recent one from a previous date with the same practitioner.

Click View all Previous SOAPs to see a list of all previous SOAPs on the Templates tab

Click Cancel to close the pop-up window and do nothing

How the Previous SOAP Note Gets CopiedWhen you click Copy from Previous in the pop-up window, all the data fields from the previous SOAP Note will be copied to the current one, including Client Instructions and Formula Label, if any. Line items including Diagnosis & Procedure Codes, Products, TCM (Points Needled), and Communication Reminders will also be copied. Any linked files or photos will not be copied forward.

NOTE:

If there is any existing data on the current SOAP Note, you will be warned before the previous SOAP Note is copied. This action will overwrite any existing data on the current SOAP Note. Once the Copy Previous SOAP button
has been used, you cannot revert back to the contents of the original
SOAP. Use this feature with caution and discretion!

If there is an invoice generated already and linked to the SOAP Note, any line items (Diagnosis & Procedure Codes, Products) shared by the invoice will not be altered or copied from the previous SOAP Note; even if the linked invoice is blank.

Templates tab – Use this tab to apply info from this client's previous SOAP Notes, or to apply a SOAP Template to this SOAP Note.

Previous SOAP Notes

Overwrite the information on the current SOAP with information from a client's previous SOAP Note by selecting Apply from
the portal under the client's name. Use the QuickFinder to narrow
the portal contents by Chief Complaint, or click the headings to sort.

Click a row to view the details of any previous SOAP Note (no editing possible)

A highlighted row is the origin of this SOAP Note

Note: You will be given the option to apply products from the previous SOAP or not.

SOAP Templates

The
SOAP Templates portal highlights the row of the template of origin for
the current SOAP Note. It shows the SOAP Template type and whether it is
the Initial or Subsequent default SOAP Template for the practitioner of
record.

Click Apply to overwrite the information on the current SOAP with information from the SOAP Template.

Click a row in the portal to view or edit the SOAP Template.
Any changes made to the template of origin in this way will not be
applied to the current SOAP Note, unless the Apply function is used.

The
colored boxes show default SOAP Templates for the practitioner of
record.
These are changed only on the Detail screen of the practitioner, which
is accessible by clicking the practitioner's name just above the portal.

Warning: Using the Apply
function will permanently overwrite any existing information on the
current SOAP Note, and cannot be undone. There are confirmation
messages to help prevent accidental loss of data.

Rules regarding theApplyfunction:

IMPORTANT: Once applied, the overwritten changes cannot be undone.

When a past SOAP or template is applied as a source, most
information on the current SOAP Note will be replaced with the source
data, including Diagnoses, Procedures, Products, TCM (Points Needled), and
Suggested Communication.

Any Photos or Files linked to the current SOAP Note would not be affected.

You will be given the option to apply the products from the previous SOAP or leave them off.

If the SOAP Note you're working on is in the past, it should not be overwritten using the Apply function if it is a HIPAA-protected record of a client visit.

If you try to apply a previous SOAP, a warning message will appear so you can Cancel or Apply the changes.

Applying a SOAP Template to a past SOAP Note is not allowed.

Applying a SOAP Template to any SOAP Note is not allowed IF there is a payment on the linked invoice, or it has a Date Claim Sent

The Apply function is allowed only if the SOAP Note is linked to a modifiable invoice, because any corresponding diagnoses, procedures, and products on the invoice would be affected.

A modifiable invoice is one that is not paid in full, has no insurance payments, and has not been submitted as a 1500 claim.

You can apply a previous SOAP Note or SOAP Template even if an invoice has been generated.

In this instance, the line items shared by the invoice will not be changed, but the other SOAP fields will get filled.

Tip: The first few times you use the Apply
function, we recommend you first save the current SOAP Note as a
temporary SOAP Template. That way, if you make a mistake, you could
always revert to the original data (except for Products) by applying the
saved template.

To save the current SOAP Note as a SOAP Template, click the Save This SOAP as Templatebutton just above the portal of previous SOAPs.

This will save most of the information on the current SOAP Note as a
template you can apply later, but will not include any Products. SOAP
Templates do not have Products.

Photos and Files linked to the SOAP Note cannot be saved in a template.

The name of the client and date of the SOAP Note of origin will be added to the Notes field in the resulting SOAP Template for reference.

The SOAP Note is a record of one client visit and all the events or information associated with it. ClientTracker supports the association of additional information -- even files stored elsewhere on your computer system -- by linking them all in a display on the SOAP Note itself. Information linked to a SOAP is not printable with the SOAP Note details, but a notation, e.g. "2 photos linked to this visit" is printed.

As a medical record, the SOAP and its linked information can encompass the entire cycle of information related to a client visit, including forms filled out ahead of time or brought to the appointment, clinical evaluations, photos, and documents done during the visit, billing records, and follow-up such as lab results, consults, or patient diaries.

The following information can be linked to a SOAP:

Invoice - The invoice for a SOAP shares the line items that are billable, or needed for billing, such as diagnoses, procedures, and products.

Files - Any type of electronic file can be linked to a SOAP Note in ClientTracker, and the file is easily referenced and can be opened from ClientTracker by the software that created it.

Photos - Digital images can be linked to and displayed from a SOAP Note, with optional added comments or other information about the image.

An invoice shows all the diagnoses, procedures, and products (a.k.a "line items") from that SOAP Note, whether the invoice is created new or linked to a SOAP Note. Line Items are shared by SOAP Notes and invoices, so a change made in one place will show and print in the other.

A new invoice can be generated for a SOAP from three places:

On the Appointment Info pop-up window, click the Invoice button. If one has not yet been created, you are asked if you want to create one.

On the SOAP list, click the Generatebutton on the far right of the list

Unless the client has a default invoice type, you are asked which type of invoice you want to create (i.e. Simple, Superbill, or 1500). For more info on invoice types and creating an invoice, see Invoices & Payments> Manage Invoices.

Link an Invoice to a SOAP Note

You can also link a SOAP to an existing invoice that resulted from another SOAP. This way, it's possible to bill for several visits on one invoice, as governed by the rules below.

On the SOAP Note detail, click Link, which appears just below the Generate Invoice button. If an invoice is already linked to the SOAP Note, the button says "Go to Invoice (number)," and below that, Unlink. When you click Unlink, the invoice is checked for payments or credits before unlinking. If an invoice has payments or credits, the SOAP Note cannot be unlinked.

When you click Link, a list appears of all qualifying invoices for the client (see below).

Click a Go button or row to link an invoice and return to the SOAP Note

To see a detail screen of the invoice, click the Details button

To go back, click the Cancel button at the bottom of the screen

If a SOAP Note is already linked to an invoice and you want to link it to another invoice instead, first click Unlink, which will unlink the SOAP Note (if allowed by the rules below). The link will change to Link, and you can proceed as described above.

A SOAP Note can be only be linked to a qualifying invoice which is one that:

is not paid in full

has no insurance payments

has not been submitted as a 1500 claim.

Once linked, a SOAP Note can only be unlinked if the invoice is completely unpaid.

Linking can only be done from the SOAP Note detail screen. Unlinking can be done from the appointment pop up on the calendar or the SOAP note detail.

When Diagnoses and Procedures are shared by a linked SOAP Note and Invoice, the dates of these line items can be changed by changing the date of the SOAP Note (i.e. the date of the appointment) on the SOAP Note itself.

This can also be done in the Appointment pop-up window, which is offered as an option when the Date field of a line item is clicked on an invoice.

If this is done, the dates of all the line items linked to the SOAP Note will be updated.

The date of an invoice can be changed at any time, and this will not affect the dates of any line items; nor its linked SOAP Note(s).

An invoice can be linked to multiple SOAP Notes, and the diagnoses, procedures, and products remain on their respective SOAP Notes, but combine on the invoice.

If an invoice is linked to 2 or more SOAP Notes, new diagnoses, procedures, and products can be added only from the SOAP Note, and once added, will appear on the invoice.

When an invoice is linked to one SOAP, the Go to SOAP Note button on the invoice detail screen opens the SOAP directly

When an invoice is linked to multiple SOAP Notes, the button says Go To x SOAP Notes (x being the number of SOAP Notes) and opens a list, from which you select the SOAP Note to view, or click the Back button to return

Tip: For a "ledger style" invoice, i.e. a number of SOAPs are linked to one invoice, AND your client pays in full for each visit. Create a phony Product for just one cent, $0.01. Add this to the first SOAP this on the invoice. Do NOT have the client pay this one cent. Keep this one cent item on the invoice until the last visit for the "ledger style" invoice has been linked, then delete it.

ClientTracker supports linking external files to SOAP Notes. These can be lab reports, documents, email text files – virtually any file on your computer. A link, or reference, is made to a file that already exists on your computer, after which it can be opened and viewed in the parent application. There is a separate method for attaching and viewing digital photos (see Link & View Photos from a SOAP Notebelow).

The first time you do this in ClientTracker, you will have to browse your computer file directory to locate the ClientTracker Files-Photos folder, located in the main ClientTracker v6.0 folder. After that, the Insert File dialog should open to that folder automatically.

If you select a file that is not in the Default File Path folder, a
warning message will tell you that it must be moved or copied to the folder before
it can be linked.

The File Link Process

On any SOAP Note, click the side tab, Photos/Files. In the center section of the tab is a portal for adding and viewing File Links.

To link a file to the SOAP Note, click the +New File button above the portal. From there, the process is the same as adding a file link to the list on a client's Personal tab. From the Insert File pop-up window, browse your hard drive and choose a file associated with the current SOAP Note by double clicking it, or selecting it and clicking Open. Click Cancel to abort the File Link process.

Warning: Do not change any of the information in the Insert File pop-up window, especially the box that says "Store only a reference to the file," which is checked automatically.

The File Link Portal

In the center of the Photos/Files tab is a scrollable portal of all files that have been linked to the SOAP Note.

Click the Go button next to each file name to see expanded info about the file in the File Link pop-up window

Click the file name, and it will open in its parent application

Hover your mouse over the file name to view a tooltip of any notes you added about the file

Enter a Category from the pop-up menu to classify the file, or select "Other..." to enter a new value and add it to the menu.

Click the delete button on the right to delete the file link. This does not delete the actual file on your computer.

Click Complete List to view a sortable list of all past & present file links; for the current SOAP Note. From there, click the Back button to return.

The File Link Pop-Up Window

When a file has been linked, its icon, name, and other optional info will appear in this pop-up when the Go button is clicked on the SOAP Note portal.

The following additional functions are available here:

-- Click the file icon to open it in its parent application (i.e. the program that created it). If the parent application is not available on your computer, the file cannot be opened.

-- Choose an optional Category from the pop-up menu to classify the file, or select "Other..." to enter a new value and add it to the menu.

-- Enter a brief description and/or notes about the file link, which will show in the tooltip on the File Link portal and print on the SOAP Note details.

-- Click the Delete button to delete the file link. This does not delete the actual file on your computer.

Note: The contents of files linked to a SOAP Note are not printed with the SOAP Note details, but a message will be printed if there are any, e.g. "2 Files Linked to This Visit" along with each file's category, notes, and filepath.

To link a viewable photo to a client's SOAP Note, click the New Photo button on the Photos/Files tab of the SOAP Note detail screen. Browse your computer file directory to locate the photo. This process is the same as for linking a file - see above for more info.

After linking a photo, use the portal, "Photos Linked to This Visit" to enter optional photo details, or perform other functions.

After linking, a thumbnail photo image will show in the portal.

To see a larger view of the photo in a pop-up window with larger fields to enter data, click the Go button

To see the largest photo image in a pop-up window with no data entry fields, click the thumbnail itself.

To replace the photo (keeping all the same details), click the Replace Photo button in this enlarged pop-up window.

Enter an optional Category (e.g. symptom, wound, etc.) from the pop-up menu. Select "Other..." to enter a new value and add it to the menu.

Enter an optional brief description of the photo in the space provided.

Taken – Date and time the photo was taken (the current date & time will load automatically, and can be typed over if needed).

To delete a photo, click the delete button to the right of the photo details, or the Delete button. This does not delete the actual photo from your computer.

Note: Photos linked to a SOAP Note are not printed with the SOAP Note details, but the info is printed if there are any, e.g. "2 Photos Linked to This Visit," along with category, notes and filepath.

Note: ClientTracker creates a
link, or reference, to the actual file's location on your hard drive or
another computer on your network The link will break if you
change the name or location of the file itself, or any of the folders
containing the file. For more info about managing file reference
locations, see Settings> Program/Utilities>Default Path for Files & Photos (Desktop).

The contents of the Suggested Communication portal on the Photos/Files tab are Communication Templates -- created from the SOAP Template of origin.

The Communication Templates listed in the portal are suggestions for the practitioner to create communication (e.g. a questionnaire) related to the visit. Unlike photos and files, however, the communication is not automatically linked to the SOAP Note.

Simply click the row to create a communication for the client from the Communication Template listed. Enter an optional Created date in its row, to show it was done, or use the delete button to remove it from the portal.

This may be a useful system to remind practitioners to have the client fill out forms for certain types of visits, or to send the client a follow-up communication.

To best use this system, follow these steps:

1. Create a Communication Template to be used during a certain type of client visit

2. Create a SOAP Template for that type of visit or go to existing SOAP Templates.

5. When an appointment is made, the practitioner's default SOAP Template will be assigned automatically, and the Communications Template will show as a link in the portal of the Photos/Files tab on the SOAP Note detail screen.

Notes to Consider

A SOAP Template can also be applied directly to the SOAP Note anytime, which would overwrite any existing info on the SOAP Note and replace it with that of the SOAP Template; including its Suggested Communications. This is done on the Templates tab of the SOAP Note detail screen.

Management of Herbal FormulasA systematic approach to managing and tracking formulas of constituent ingredients is possible. The components may include:

Inventory items of constituent ingredients

Inventory items that act as a Formula Title, with instructions how to use the formula

SOAP templates designated as Formula Templates

Functions on the SOAP Note to manage formulas prescribed for Clients

Formula Label default info on Settings/Program/Print/Labels

A Suggested Herbal Formula System

Create an Inventory item for each ingredient in a formula. Set up the Unit so indicate measure; e.g. grams.

Create an Inventory item for the Formula Title. Add Instructions for use that can be copied to Client Instructions when the formula is prescribed.

Set up a master template for the Formula Label. Go to Settings/Program/Print/Labels, and format your practice info and additional info as you want on your labels. Maximum label size is 4 inches square.

Create a Formula Template as a SOAP Template. It can be part of a SOAP template or have just the Formula template. Add the ingredients or "Products", including the Formula Title "product." You can also set up Client Instructions for that formula.

Manage a Client's formula on the SOAP Note:

Apply a Formula Template with just Products on the SOAP template to a SOAP Note that is already filled out.

Click the Formula icon on the Products tab of the SOAP to open the pop-up Formula Label window, and compose/print your label.

Ctrl+click on the Go button for the product used as a Formula Title to copy its instructions, and paste them in the label and/or Client Instructions.

Advantages of This System

-- Track your Clients who received a formula by running the Product Sold Report for the item used as a Formula Title.

-- Flexibly create Formula Templates, and adjust the ingredients and amounts after they have been copied to the SOAP Note.

-- Compose detailed, formatted Client Instructions from your templates, Formula Title items, and/or even use the QuickClips feature, and print as a handout.

-- The Formula Label and Client Instructions are retained with the SOAP Note as a clinical record. On the printed SOAP Note, only the "products" are shown.

Design and Print a Formula LabelFor
those who use groups of Products regularly as constituent ingredients
for a "formula" prescribed for a patient or Client, ClientTracker offers
a system to set up and customize a label that can contain any
information you want.

Formula Labels are made on a SOAP Template or SOAP Note, and have your basic info created in the Settings area.

SettingsOptions to set up custom text to be used on Formula Labels are in the Settings area, on the Program tab. Go to the smaller subtab Print, then choose Labels.

For your convenience, on the Labels subtab
you can set up the initial format and text to be to be used as the
building blocks for all Formula Labels. A label usually has 4 parts.

Part
1 - Your practice information, including name, address, phone, and even
fax, email, and/or web site. All of this info is copied from the
Practice tab of Settings when you click the Reset Practice Info button.
From there, you can add or remove text, format it, or customize it in
any way for use in formula labels.

Part 2 - Visit (SOAP)
Information - A label for a prescribed formula needs the date of the
visit, and the names of the Client and Practitioner. These are not set
up in Settings, but are options for the SOAP Note. See below for more
information.

Part 3 - Ingredients of a formula are the Products added to a SOAP Template or SOAP Note. See below for more information.

Part
4 - Additional Information of your choice. You may want to include an
Expiration Date and/or Instructions for Use on your formula label.
Enter and format in Settings any repeatable information you'd like to
add to your labels.

Create a Formula Label on the SOAP NoteA Formula Label can be created on the SOAP Note using one of three methods:

Copy Formula Label information from a SOAP Template before you begin charting.

Copy just the Products from a SOAP Template or Formula Template; at any time.

Add Products to the SOAP Note and compose your Formula Label from scratch.

Method 1. Copy Formula Label Information from a SOAP TemplateWhen
a SOAP Template is applied to a SOAP Note in any way, the label
information is copied and ready to use in the context of that Client's
visit. This also overwrites everything else on the SOAP Note, so it's best to do this at the beginning (before you start charting).

For more info about how SOAP Templates are applied, see

Method 2. Copy just the Products from a SOAP Template or Formula TemplateThe
SOAP Note's Templates tab (vertical tab on the right side) has a list
of SOAP Templates. Those designated as a Formula Template have dark
blue names and the formula icon. When the Apply link is clicked for any
SOAP Template in the list, you have the option of copying all
information from the SOAP Template, or just the Products.

Warning: When you apply an entire SOAP Template to a SOAP Note, it will overwrite any existing information.

Tip: Applying just the Products from a SOAP Template is a quick way to add a group of Products that constitute a formula.

Tip: After Products have been added to a SOAP Note, go to the invoice to move them up or down to change the order. (You need to generate an invoice first.) See Invoices & Payments> Manage Invoices for more info.

Method 3. Add Products to the SOAP Note and compose a Formula LabelFirst, add all the Products to your SOAP Note that comprise the formula, and adjust the Quantity as needed.To open the Formula Label pop-up window, click the Formula icon on the Products tab (Acupuncture or General view).

On
the Formula Label pop-up window, design the label text and formatting
you'd like to be printed on a label.
You can enter predetermined text, and/or freely type in your own text.
Elements can be entered anywhere in the space provided, and can be made
larger, smaller, and/or moved around to suit your needs.

Click the small blue arrow (or whole box) to enter a block of text at your cursor position.

Practice Information - from the Settings controls for a Formula Label

Ingredient Info - all Products added to this SOAP Note in the order they appear, including Quantity, Unit, and Name.

Visit Info enters the Date and names of the Client and Practitioner associated with that SOAP.

Custom Information - from the Additional Information area of the Settings controls for a Formula Label.

BUTTONS ON THE POP-UP

Close - Save whatever is entered and close the pop-up

Copy Label Text
- Copies the whole contents of the label so you can paste it into
another program, for example one where you already have label printing
set up.

Print - Offers a preview of how your label will look, and a Floating Preview Palette for printing.

Note: The
Formula Label text will print on whatever printer you choose from your
computer's list of available printers. It will print on plain paper or a
label loaded in your printer. ClientTracker just sends the print info
out; where it winds up is a function of the printer you choose and paper
or label you load into the printer.

The Formula Label prints on a label that is up to 4 inches wide, and up to 4
inches deep. If your label is smaller, adjust the text and formatting
in the Formula Label pop-up so that it will fit.

IMPORTANT:
When a Formula Label is made from a SOAP Note, it becomes part of that
"medical record," and is stored with all other SOAP Note information.

Information
on the Formula Label will be copied to the next SOAP Note for that
Client (with the same Practitioner), just like any other SOAP info.
This can be a big time saver; however, care must be taken to ensure that
the label information is correct for each visit, if applicable.

Tip: To view a Formula Label for a past SOAP Note, click the Formula icon found on the Products tab to open the pop-up window.

Insert Product Info as Text in Client InstructionsThere
is also a quick shortcut to enter
into the Client Instructions all the Formula Label, or just info about the Products on a SOAP Note. After entering, you can edit, format, or copy it for
other use. See SOAP Notes> Fill Out the SOAP Note>[5.0] Client Instructions Handout for more info.

Introduction: This is a suggested process only or devise your own process. The advantages of this process are:

The name of the item used as a Formula Title can appear first with the list of constituent ingredients in printed SOAP Notes, invoices, Formula Labels, and Client Instructions.

By using the Formula Title on a SOAP Note or invoice, you can track who was prescribed that formula by running the Product Sold Report for the Formula Title item.

Info such as expiration date, instructions for using the formula, etc. can be stored in the title item's record, and copied to the SOAP Template, SOAP Note, Formula Label, or Client Instructions.

Tip: Use the title item's instructions for short text blocks that will fit on your label. For longer, detailed, or formatted instructions, use the Client Instructions in a SOAP Template designated as a Formula Template.

You can store Expiration Date or other important info in the instructions for a title item, and duplicate it to be a new title item each time you have a new batch, lot, or expiration date to track.

How to Create a Formula Title itemLeave most everything blank except the Item's name, type, and instructions. You may want to start the name with "Formula" or something so they all group together in your pick list (aka QuickFinder) and other lists in ClientTracker.

Leave the Unit and Sale Price blank, and make the Tax none. Mark it as a non-Inventory item.

Fill in the Instructions field with text you'd like to copy and use on a SOAP Template or SOAP Note whenever that formula is prescribed.

ClientTracker provides a time saving function of designing and managing templates you use most often in your practice. You can easily apply one to your SOAP Notes.

Create an unlimited number of SOAP Templates which can be selected for any client visit, and applied before, during, or after the visit.

Assign SOAP Templates to practitioners to be used as the default SOAP Note when seeing a client for an initial visit or subsequent visits.

Optionally, SOAP Templates can be created for different presentations or types of visits, and selected by the practitioner at the time of the visit.

Default SOAP Template

ClientTracker comes with one SOAP Template: "Default SOAP Template." This template is blank except for its name, type and description. Leave it blank if you do not want to work with this feature. Otherwise, edit this template to suit your needs. If you don't assign any Defaults to a practitioner, this template is automatically used.

Tip: If you don't use ClientTracker's SOAP Notes, you can still use SOAP Templates to set up "Invoice Templates," with different combinations of Diagnosis and Procedure Codes to create an invoice based on a practitioner's preferences or the type of visit. See Use SOAP Templates as Invoice Templates

Warning: Please avoid the use of the word "default" in any SOAP Type values you create. This word is best be reserved for the Default SOAP Template alone.

How SOAP Templates Are Applied

The hierarchy for automatic application of SOAP Templates is as follows:

If a practitioner has no SOAP Templates designated, the Default SOAP Template will be applied automatically by ClientTracker.

If a practitioner has NOT seen a client before and has a designated template for Initial Visits, this will be used.

If a practitioner HAS seen a client before, and has a designation for Subsequent Visits, this will be used.

Tip: If your practice does not want to use SOAP Templates and requires only a blank SOAP Note for client visits and invoices, leave the Default Template blank or clear any information you may have added.

To get to the SOAP Templates List, click the SOAP Templates button from

the Settings/Practice screen

any practitioner's detail screen

the Templates tab of a client's SOAP Note

To get to the SOAP Templates detail screen, click:

any row to open from the SOAP Templates list

any SOAP Template (row) in the portal on the Templates tab of a client's SOAP Note

the square colored Go button for any practitioner's designated SOAP Template on the practitioner's detail screen

The SOAP Templates List

The SOAP Templates list is sortable by Name, SOAP Type, Active, or Date Modified. The Control Panel has icons to create a New Template, Show All templates, or Print a list of the templates on your screen. Click a row to view the detail screen for any template, which looks and behaves in most ways just like a SOAP Note. The main differences with a SOAP Template are:

You cannot add Products, Files, Photos, or anatomical areas

You can add Diagnosis and Procedure Codes, Suggested Communications, or Points Needled to a SOAP Template. These will be transferred to any SOAP Note when the template is applied.

1) Go to any screen in the SOAP Templates area and click the New Template icon in the Functions Bar to create a completely blank SOAP Template

2) From the SOAP Template detail screen, copy the existing SOAP Template by clicking the Duplicate Template icon in the Functions Bar.

3) From any client's SOAP Note on the Templates tab, click the Save this SOAP as Template button.

Note: When saving a SOAP Note as a new SOAP Template, any Diagnoses, Procedures, TCM (Points Needled), Products, Files, and Photos in portals will NOT be copied to the new SOAP Template. These would need to be added for the new template.

Delete SOAP Templates

To permanently delete any SOAP Template you have created, click the Delete this SOAP Template button on the lower right of the SOAP Template.

Tip: You may find it more convenient to make a SOAP Template inactive by unchecking the Active box on the Template Settings tab, and it will no longer show on drop-down lists. Deleting a SOAP Template is permanent and may lose a lot of work.
IMPORTANT: The Default SOAP Template cannot be inactivated because it is used by ClientTracker.

Rules about deleting SOAP Templates:

The Default SOAP Template provided by ClientTracker cannot be deleted

When a SOAP Template is deleted, any of the line items added to the template (e.g. Diagnoses, Procedures, or TCM) will also be deleted

A SOAP Template cannot be deleted if a practitioner is using it (see the portal of "Practitioners using this template" on the Template Settings tab)

To fix this, click any practitioner name to go to their details page and remove the designation by selecting another template (choose the Default SOAP Template if no other is wanted)

Deleting a SOAP Template does not affect any SOAP Notes that have already been made from that template, so you may want to check for any future appointments using that template on each practitioner's schedule

The SOAP Template detail screen is arranged very similar to a SOAP Note. Fill out the details for a typical visit, much as you would for an actual SOAP Note. You may want to enter reminder text, or notes about what to do. See SOAP Notes> Fill Out the SOAP Note for more info. The top of the SOAP Template screen can be used to enter information about the template itself:

Enter a Name, SOAP Type, and Description to help organize your SOAP Templates.

Select a SOAP Type from the pop-up menu. To add values to the menu, go to Settings/Program/Value Lists, or click the Edit List link.

Only the SOAP Type will be transferred to a SOAP Note created from the template.

These three fields also show on the SOAP Template list screen for reference.

Tip: Use the SOAP Type field to group SOAP Templates by intended use, discipline, therapy, or even practitioner, after which they can be sorted on the list screen.

Template Settings Tab

Default tabs for this Template - Select which side tabs and subtabs will show for SOAPs created from this template.

About this Template - Make sure the Active box is checked, if you want to use the SOAP template. Uncheck this box if you no longer want a SOAP Template to appear in any drop-down lists (instead of deleting it). You may also:

Write optional notes about the SOAP Template

View the date created, last modified, or practitioners using the template

View the designated SOAP Templates for practitioners, by the colored squares on a portal row:

Green - Designated for a client's initial visit with that practitioner

Maroon - Designated for all subsequent visits

Note: For a new SOAP Template, the portal of "Practitioners using this template" will be blank. To designate a new template for use by one or more practitioners, go to the Settings/Practice portal of practitioners. See Default SOAP Templates for Practitioners for more info.

Communications for this Template - Assign ClientTracker Communication Templates (i.e. forms, letters and emails) to any SOAP Template, as a reminder to create them for a client. See Designate Communication Templates below for more info.

You can also designate Communication Templates to be linked to a SOAP Template. These serve as a reminder of "suggested communication" that may need to be completed as part of a visit. These entries provide a quick way to create them.

Note: The reminders are not actual communications, but links to create one from a chosen Communication Template.

Link Communication Templates to SOAP Templates

On the Template Settings tab of the SOAP Template, under "Communications for this Template," click the New button to create a blank row.

Select from the drop-down list of available (active) Communication Templates. The category of each shows in brackets.
Click the Go button to view or edit the contents of the Communication Template. A tooltip shows the contents of the communication if you hover your mouse over its name.Click the Remove button to remove a Communication Template from the portal. (This does not delete the actual Communication Template.)

Note: When you link a Communication Template to a SOAP Template in this way, the Communication Template cannot be deleted from ClientTracker until this link is removed by using the Remove button above.

When a SOAP Template is used for a SOAP Note, the Communication Templates will show in a portal on the Photos/Files tab, from which the actual communications can be created for the client as needed.

Once created, the resulting communications are not linked to the SOAP Note or SOAP Template, but will show in the client's Communications portal on their Personal screen.

Practitioners have specialties and preferences. With ClientTracker, you can cater to these preferences by choosing a SOAP Template as the default for all client initial visits for that practitioner, and for all subsequent visits.

Tip: The choices for a practitioner are automatically set to the Default SOAP Template until you change them. The Default SOAP Template is blank until you edit it.

Access the practitioner's detail screen from the portal on Settings/Practice.

Select a SOAP Template from the pop-up menus for Initial Visit, and All Subsequent Visits

Pop-up menus display only Active SOAP Templates

After selecting, click the colored square buttons to view or edit the SOAP Template, and the Back button to return if needed.

Green - Designated SOAP Template for a client's Initial Visit with that practitioner

Maroon - Designated SOAP Template for All Subsequent Visits with that practitioner

For subsequent visits, you have the option to select Use previous SOAP/Invoice with same practitioner and the information from a client's last SOAP Note with the same practitioner will be copied when a new SOAP is created.

Most items associated with SOAP and invoice on the last visit, i.e. diagnoses, procedures, and points needled, are copied to the new visit, and will appear on its invoice (after the invoice is generated).

Products, Photos, and Files are not copied.

All clinical information is copied to the new SOAP Note.

Tip: The Automatic Duplication feature can be
"turned off" by selecting a blank SOAP Template (that you have set up in
advance) for a practitioner's subsequent visits.

The Default SOAP Template will be used if a practitioner has not been set up with any other designation. This is set as the designated SOAP Template when a new practitioner is created. If you designate something else, you can always re-select the Default from the list.

SOAP Templates can be used as "Invoice Templates" if you choose to create invoices without SOAP Notes or if you create appointments and do not fill out SOAP Notes. Set up one or more SOAP Templates according to the instructions in this section, and
set them for use by practitioners for different types of visits.

Note: SOAP Templates do not have products
line items. Products are not applied to invoices from a previous SOAP
Note or template. They have to be added to a linked SOAP Note or on the
invoice itself. To use a previous invoice's products, you can duplicate the invoice.

From AppointmentsEvery appointment has a SOAP Note automatically created with the defaults for each practitioner. This includes the Diagnosis and Procedure Code line items. These line items are shared by an appointment and any invoice created from it. This sharing of line items enables you to set up "Invoice Templates" to be used as you see fit.

When an invoice is generated from the Appointment pop-up window or SOAP Note, the Diagnosis and Procedure codes and Product line items for that SOAP Note will be used on the invoice. Just as a SOAP Template can be used to create much of the info on a SOAP Note, it can also be used to generate the Diagnosis and Procedure Code line items on an invoice.

Tip: Even if you don't fill out the SOAP Notes
in ClientTracker, you may find it useful to link them as "blanks" to an
invoice. By doing this, you can access the Templates tab of the SOAP
Note, and populate the invoice with line items from any past SOAP Note
or SOAP Template.

From Invoice with No SOAPCreate this from a client's record using the New Invoice, no SOAP button or from New Invoice icon in the control bar of any invoice screen.Diagnosis and Procedure Code line items for an Invoice with No SOAP

On the practitioner's Detail screen, you can choose how the Diagnosis and Procedure Code line items will be applied to an invoice created with no SOAP. The choice you make will be reaffirmed in the "Generate Invoice with no Appt" pop-up, and you'll have the chance to change it there.No line items - Will create a blank invoice.

Line items from the selected default - Will apply the line items from the practitioner's default, either the SOAP Template or previous Invoice No SOAP.

Choose when the invoice is created - This sets no default, and you can choose at the time the Invoice No SOAP is created.

These choices show on the "Generate Invoice with no Appt" window, and can be confirmed or changed before you create the invoice:

Note: When you create an Invoice No SOAP and the practitioner is set to "Use previous SOAP/Invoice with same Practitioner," the Diagnosis and Procedure Codes line items will be copied from the previous Invoice with No SOAP, not the invoice which was made from previous appointment/SOAP note.

An optional field on the SOAP Template lets you compose instructions of
any length, to be copied to any SOAP made from that template so it can be printed out after the visit and provided to the
client. This field can contain any text that you want, and can be formatted in many ways.

On the Acupuncture tab, access a small version of this field in the Plan section, inside the Notes subtab.

On
the General tab, use the vertical buttons on the right to access a
larger Client Instructions field, which is good for formatting text, and
is closer in size to how the printed handout will appear.

Design and Print a Formula LabelIf your office use groups of Products regularly as constituent ingredients
for a "formula" prescribed for a patient or Client, ClientTracker provides a system to set up and customize a label on the SOAP Template that can contain any
information you want. This can then be copied to any SOAP Note by applying the template. Avery 5164 (4" x 3 1/3") is the most popular size.

Note: Formula Labels are made on a SOAP Template or SOAP Note, and can have your basic info created in the Settings/Programs/Print area.

To designate a SOAP Template as a Formula Template, check the box at the top of the Template Settings tab. The formula icon will appear next to it, and on all lists where this SOAP Template appears.

Formula Label SettingsOptions to set up custom text to be used on Formula Labels are in the Settings area, on the Program tab. Go to the smaller subtab Print, then choose Labels.

Use the Labels subtab to set up the initial format and text to be to be used as the
building blocks for all Formula Labels. A label usually has 4 parts.

Part
1 - Your practice information, including name, address, phone, and even
fax, email, and/or web site. All of this info is copied from the
Practice tab of Settings when you click the Reset Practice Info button.
From there, you can add or remove text, format it, or customize it in
any way for use in formula labels.

Part 2 - Visit (SOAP)
Information - A label for a prescribed formula needs the date of the
visit, and the names of the Client and Practitioner. These are not set
up in Settings, but are options for the SOAP Note. See below for more
information.

Part 3 - Ingredients of a formula are the Products added to a SOAP Template or SOAP Note. See below for more information.

Part
4 - Additional Information of your choice. You may want to include an
Expiration Date and/or Instructions for Use on your formula label.
Enter and format in Settings any repeatable information you'd like to
add to your labels.

Create a Formula LabelFIRST, add your ingredients, aka Products, on the Herbs/Formulas tab, in the order you want them to be listed. The order can be changed on an invoice (after the template has been applied to a SOAP Note.)NEXT, open the Formula Label pop-up window by clicking the Formula icon on the Herbs/Formulas tab (Acupuncture or General view).

The Formula Label pop-up window can be opened whether or not you have designated the SOAP Template as a Formula Template.

On
the Formula Label pop-up window, design the label text and formatting
you'd like to be copied to a SOAP Note derived from this SOAP Template.
You can enter predetermined text, and/or freely type in your own text.
Elements can be entered anywhere in the space provided, and can be made
larger, smaller, and/or moved around to suit your needs.

Custom Information - from the Additional Information area of the Settings controls for a Formula Label.

BUTTONS ON THE POP-UP

Close - Save whatever is entered and close the pop-up

Copy Label Text
- Copies the whole contents of the label so you can paste it into
another program, for example one where you may already have label printing
set up.

Print - Offers a preview of how your label will look, and a Floating Preview Palette for printing.

Note: The
Formula Label text will print as ONE LABEL on whatever printer you choose from your
computer's list of available printers. It will print on plain paper or a
label sheet loaded in your printer. ClientTracker just sends the print info
out; where it winds up is a function of the printer you choose and paper
or label you load into the printer.

The Formula Label prints on a label that is up to 4 inches wide, and up to 4
inches deep. If your label is smaller, adjust the text and formatting
in the Formula Template pop-up so that it will fit.

If you plan to Apply the entire template, you may want to fill out the fields on the SOAP Template to reflect other clinical elements of a visit where that formula would be prescribed. For example, a formula used for fertility could include clinical questions, reminders, and even forms related to the fertility workup.

Tip: If you Copy just the products, and there is other info on the SOAP Template you want to use without overwriting all the fields on the SOAP Note, go to the SOAP Template and copy the info, then use the Back button to return to the SOAP Note and paste it.

Next, select each item in the order you want it to appear on the SOAP Note, i.e. as a list of ingredients. Ingredient lists are traditionally in descending order of prevalence; in other words, the ingredients that make up the greatest percentage of the formula are used first.

Tip: Herbs/Formulas added to a SOAP Template or SOAP Note cannot have their order changed without deleting them and re-entering. On the SOAP Note, however, you can make an invoice on which the items can easily be reordered, if desired. It saves the most time if you set the formula ingredients in proper order from the beginning.Tip: You can make inventory items that are not really sold, but are used as standard ingredients in a formula, such as water, coloring, or flavoring. You may or may not want to mark these as "non-inventory" items.

About PriceThe Price can be changed on a SOAP Template to reflect the pricing for your Formula. For example, you can have an item with a price for when you sell it individually, and when you use it in a formula, you want one price for the entire formula; not individual prices for each item.

Set your Formula Title item to have the price for the entire formula, or change it on the SOAP Template

On the SOAP Template, change the Price of each ingredient item to be zero

To revert any item's Price to whatever is current, remove all data so the field is blank, and click in a neutral space to see the change.

About Quantity and UnitThe Quantity and Unit of an item will appear on a Formula Label, and can be edited on the SOAP Note if the formula is adjusted or custom made for a patient. Quantity appears on the SOAP Template and SOAP Note. "Unit" refers to unit of measure, e.g. grams, teaspoons, etc., and is set up on the Inventory item. If you have one ingredient that varies as to its unit of measure, create an item for each type of unit.

IMPORTANT: All the information in this section assumes that you are using the most current version of ClientTracker, and that your subscription is current. ICD-10 codes will not work properly with any version of ClientTracker prior to v6.0.

ICD-10 FAQs

1. I am getting claims rejected. What do I do?Please see ICD-10 Billing Tips below for billing tips and info.

2. ClientTracker is showing incorrect equivalents. How can I change that?The equivalents are based on General Equivalent Mapping (GEM) data provided by the Centers for Disease Control (CDC), the government agency overseeing the ICD-10 codes. ClientTracker uses these codes because that's the standard data the whole country is using. The GEM data is "behind the scenes," and not modifiable by the user. Yes, some of them seem rather silly. Did anyone really expect the government to get it right the first time? :-)

The health care provider is always responsible for choosing the correct diagnosis code - if the equivalents are not accurate, don't use them.

Many equivalents are intentionally "approximate" because the ICD-10 codes have a higher degree of specificity.

The good news is: the need to convert from ICD-9 to ICD-10 will fade away soon, and providers will get used to the ICD-10 codes they use the most, without having to use equivalents.

3. I already have ClientTracker. How will I get the new ICD-10 codes?With your current subscription you are entitled to every upgrade. The version 6 upgrade containing the ICD-10 codes will be released after careful quality control, but still in plenty of time before you actually need to use ICD-10 codes on October 1.

If your subscription has expired, you need to renew it to get this update. Contact Ginkgo Software support for more information

4. Do I need to take a seminar or course to prepare for ICD-10?It's your choice, and we do recommend learning about the new ICD-10 codes as much as possible... they are the "language" with which you will communicate to payers and other providers. If you take insurance, it would be a very good idea to take a seminar so you are familiar with the coding nuances that ICD-10 presents, and especially how it impacts the ways you may need to change how you chart your SOAP notes.

ClientTracker and Ginkgo Software do not provide any ICD-10 training. Our software offers excellent tools for choosing and tracking the codes you decide to use. Which ones you use are dependent on your knowledge as a practitioner, and the requirements of the payer.

Overall, we strongly recommend being prepared with basic knowledge about the ICD-10 codes before October 1, and being further prepared to learn more as the payers dictate what they want after October 1.

5. How do I know which codes to use?Which code set you use (ICD-9 or ICD-10) depends on the Date of Service (DOS). As of October 1, 2015, anyone who is subject to HIPAA laws must use only the new ICD-10 codes for all patient documentation, including SOAP Notes, 1500 claims, Superbills, and the like.

For DOS before October 1, 2015 use ICD-9 codes ONLY

For DOS on October 1 or thereafter, use ICD-10 codes ONLY

Do not mix ICD code sets on a superbill or 1500 claim form

6. How do I get the new ICD-10 codes into ClientTracker?ICD-10 Codes are a type of data that is entered into ClientTracker. You may enter them manually one at a time, but the typical practice needs over 1,000 codes so this could take a long time! If you have a current ClientTracker subscription you will save many hours of precious time.

New purchases of ClientTracker come with a set of over 600 ICD-9 codes that are useful to a typical acupuncture practice, and over 2,500 equivalent or additional ICD-10 codes.

Upgrade purchases will have their ICD-9 code set analyzed during data transfer, and an equivalent set of ICD-10 codes is installed automatically.

7. How does ClientTracker make ICD-10 codes easier?ClientTracker has new benefits called "Premium Features" to save you time in many ways.These benefits are available with your current subscription.

Custom Import - When you upgrade from a previous version, your ICD-9 code set is analyzed, and an equivalent set of ICD-10 codes is installed automatically.

Code Library - Access and search the full code set, and download only the ones you want.

Real-Time Code Checking - Enter any code manually, and ClientTracker checks it with the official ICD-10 code set* and makes sure it has the background data needed to function properly in ClientTracker.

8. I don't see any equivalent ICD-10 codes for some ICD-9 codes. How do I find the right code to use?

If you think you are seeing an incorrect equivalent, see #2 above for more info

The term "equivalent" comes from the official* list of ICD-10 codes provided by CDC. It does not mean there is an absolute match. Codes with an approximate match show with an asterisk in ClientTracker's equivalent lists. The nature of some ICD-9 codes is that they don't translate well to the greater specificity of the new ICD-10 code set. ClientTracker displays "equivalents" as a suggestion only; it is always the provider's responsibility to accurately diagnose a patient.

Note: Once you are using ICD-10 codes, it
is your responsibility to know which code(s) to select. Many online
courses and educational materials are available to help you. Ginkgo
Software support does not include any advice regarding which code(s) to
use.

9. Do I also have to use the ICD-10 procedure codes?NO. As of October 1, 2015, there are two different ICD-10 code sets in use. ICD-10-CM is the diagnosis code set that is required. CMS also has made available the ICD-10-PCS set, but this is not required. Their web site says:

"ICD-10-PCS will only be used for facility reporting of hospital inpatient procedures and will not affect the use of CPT."

-------------------------------------------------------*DisclaimerThe "official" ICD-10 code set is governed by US and International health care agencies, and is subject to changes, updates, and interpretation by third party payers. Ginkgo Software is committed to maintaining the most up-to-date code library possible (with your current subscription), however we are not responsible for any misdiagnosis or other errors that result from use of the code set provided.

ClientTracker does not "choose" any diagnosis code for you; nor does it diagnose a patient's condition. It is the provider's responsibility to select appropriate diagnosis codes in all instances. CodeTracker and other resources make suggestions as to possible equivalents, based on data provided by CMS and CDC. The increased complexity and specificity of ICD-10 codes requires education and training about how to use them properly. Ginkgo Software (and your ClientTracker subscription) does not provide this level of training.

Ginkgo Software is not a billing service, nor do we provide support for making the right billing choices. However, in the interest of helping our customers to make the ICD-10 transition smoothly, here are several common issues and how to remedy them in ClientTracker.

1. Do what your payer tells you to do

Not all entities are required to use ICD-10, which can make things confusing. In rare cases, your state Worker's Compensation agency may still require ICD-9 codes. It's a good idea to check with all your common payers so you get paid on time!

In the new CodeTracker, it's very simple to switch from ICD-9 to ICD-10 codes when you are adding them to a SOAP or invoice.

2. Use the correct code set based on the Date of Service (DOS)

Claims billed for DOS before 10-1-15 must use ICD-9 codes only

Claims billed for DOS on 10-1-15 or later must use only ICD-10 codes

Do not mix code sets on the same claim

If you have a patient with DOS before and after 10-1-15, use 2 separate claims

Tip: Payers will look at the "ICD Ind" value in Box 21 of the 1500, which may need to be set by you, manually. It should be "9" if your diagnosis codes are ICD-9, and "0" if they are ICD-10.

3. Designate which code set you're using as a default in ClientTracker

Go to the Diagnosis List and select either "ICD-10" or "ICD-9" depending on which code set you want ClientTracker to use as the default.

Up to 10-1-15, this should be ICD-9

After 10-1-15, you will probably want ICD-10 as the default

If your DOS is before 10-1-15 and you send the claim after 10-1-15, you still need to use ICD-9 codes, and you may need to manually change the indicator to "9" in Box 21.

Tip: Your choice of which code set to use determines the all-important "ICD Ind" value in Box 21 of the 1500, which may need to be set by you, manually. It should be "9" if your diagnosis codes are ICD-9, and "0" if they are ICD-10.

Thank you for using ClientTracker and keeping your subscription current so we can provide you with timely updates and new features!

When Will I Get the Upgrade?

UPDATE 9-23-15 - We are in the final stages of completing the installers! Please keep contact to Ginkgo Software to a minimum so we can get this out to everyone! THANK YOU!

You will be sent a do-it-yourself installer and complete instructions by email before the October 1 deadline. You will not need to actually use the ICD-10 codes until October 1. If you would like to learn about the codes and how they will work in ClientTracker, see .

Please make sure Ginkgo Software email does not go to your SPAM folder

Reading and following the instructions is more important than ever for this upgrade

The Upgrade will Be 2 StepsEach step will take 10-30 minutes, depending on the size of your file. Each step will require an action from you in the beginning, and then it will run unattended until the end.

Step 1 - Save your existing ClientTracker for safekeeping, and convert it to the new, faster platform that allows more features

Step 2 - Transfer your data safely from the old to the new version. All your existing data and settings will be retained.

Please anticipate that our support resources will be heavily impacted because the government is requiring that everyone must
use the new codes on the same day.

Answers to many common questions can
be found much faster in the online resources provided - including this
manual. Customers will be assisted in the order that requests are received. Those who wait until October 1 to run the do-it-yourself installer may have to wait much longer for assistance.

There have been several enhancements made to the Diagnosis Code List in ClientTracker for version 6.0 and higher. These features are available with or without a subscription.

A complete, searchable Code Library is also available from within ClientTracker. This feature allows you to download selected ICD-10 codes directly into your ClientTracker (with lots of useful background data used by Code Tracker).

Click any Edit List link found in places throughout ClientTracker where Diagnosis Codes are used.

List Buttons & Tools

To edit information in the diagnosis or procedure code List screens,
you can click on the description, category, price, or any other field in
a code (other than dates), and type new information. If you edit your
codes or download updates, the new codes can be entered in new invoices,
but codes entered in previously created invoices are not affected.

Top - Control Panel

The New Code button on the diagnosis code
and procedure code list screens allows you to create a new code for
your practice. There are also buttons to open the Code Library*, to Show All Codes following a search, and to Print your code lists.

Switch between using ICD-9 or ICD-10 lists (or both) by changing the "Use" selection in the purple banner. You may choose codes from either set when you are on a SOAP or invoice. Your choice will affect what codes are displayed on the Diagnosis Codes List.

Use the Record Navigator to move up and down your list, or to see how many are currently displayed.

Bottom - QuickFinder

You
can search for specific codes with the QuickFinder at the bottom of the
screen, by selecting a target column and typing the words or partial
words you want to find in the description. For example, typing
"neurological" in a category search displays all records in the
neurological category.

Note: When a list is filtered by using the QuickFinder, the Print icon will print only the codes in the current found set.

Column Headings

The Diagnosis List can be sorted by any column that has a sort symbol. Click a heading to sort the list ascending or descending by that column. Shift+click to clear the sort.

From left to right, here are details about the columns:

Info - Click the [ i ] button to see more info about each code, including equivalents, (see below)

Code - This is the first thing you should enter for a new code when you click the New Code button

= - The small green number next to Description indicates how many equivalents there are

Description - The official description is copied from the Code Library when you enter a proper code, or you can type your own

Categories - An optional way to organize your codes, and set them up to be easier to find with CodeTracker* See below for more info.

Count = The number of times a code has been used in ClientTracker

Favorite - Check this box for your favorite codes, and they will rise to the top of pick lists

Created - The date the code was added to ClientTracker

Active - Uncheck this box when you don't want a code to show in the pick lists

Delete - Use this to permanently delete a code from ClientTracker. This will not delete any instances where the code was used on a SOAP or invoice.

There are 2 ways to see more information about a code on your Diagnosis List:

Click the [ i ] button at the left of a row to open a popover panel containing Equivalents, Notes, and Modality.

Tip: Equivalents are shown based only on codes you have in your list; not any codes that may exist. The equivalents are sometimes approximate, and come from official sources that are not controlled by Ginkgo Software or ClientTracker.

CategoriesClick on any blue underlined category (or the space where it would be) to open another popover where you may enter your own, custom categories.

Categories are primarily used in CodeTracker, which is a Premium Feature available with your current subscription. See ICD-10 Diagnosis Codes> CodeTracker for more info. Categories may also be used to search for codes in the QuickFinder at the bottom of the Diagnosis List, which is always available.

To add a new Category, click in the green field. The first time you click, a drop-down pick list opens, showing all the categories currenlty entered in ClientTracker. Click again to type something new, which will be added to the pick list. Categories you add are shown below for each code.

The contents of the drop-down pick list are not directly editable. If a category is used for any code, it will show in the list. To remove from the pick list any categories you have added, remove the category from all codes.

Tip: Categories can be used for just about anything you like, for example conditions (Smoking), presentations (Back Pain), or specialty (Fertility). use your imagination!

Beginning with ClientTracker 6.0, you have direct access to every ICD-10 Diagnosis Code used in the U.S.; without leaving your ClientTracker! Even better, you can download them in batches without having to enter them all by hand. The codes you see in your Diagnosis Code List are the ones you have chosen to use in your practice, or that have been provided as a "starter list" by Ginkgo Software. If you need to add more ICD-10 codes to your List, it's handy to get them from the built-in Code Library.

The Code Library is a premium feature, and is available with your current subscription. You can always add codes "the old fashioned way" by looking them up in a book or online resource and entering them by hand one at a time. Only ICD-10 codes are available in the Code Library at this time. If you need any ICD-9 codes, find them in your usual sources and enter them by hand on the main Diagnosis List, using the New Code button.

To access the Code Library, click the button in the Control Panel at the top left of your main Diagnosis List screen. A list will display over 118 thousand ICD-10 codes from which to choose. Downloading many codes can be slow, and having too many in your ClientTracker Diagnosis List can affect performance, so there is a limit to download up to 100 codes at a time.

Rows in the list are highlighted orange if the code already exists in your ClientTracker.

Tip: It is recommended to keep less than 10,000 codes in your ClientTracker Diagnosis List.

There are two ways to search for codes: by QuickFinder, and by equivalents.

QuickFinder - Type any word or code into the orange QuickFinder oval at the top, and click the round search button to narrow the list.

Equivalents - Click the ( = ) button to the left of the Quickfinder, and type a valid ICD-9 code in the oval, then click the round search button.

To omit any found codes from your download, use the omit button at the far left of the row. When you have the codes you want, click the Import button. The codes and other background data will be added to your Diagnosis List, and can be used immediately.

Tip: Keeping your subscription current is now more important than ever! As the official ICD-10 codes are updated or changed by the government, Ginkgo Software will periodically modify the contents of the Code Library at its own discretion.

ALWAYS with CodeTracker, you can select a code quickly from a pick list by clicking its row. Shift+click on the row to add just the one code instantly.

CodeTracker opens in place of the standard Diagnosis Picker used in previous versions of ClientTracker, as long as your subscription is current. If you'd rather use the standard Diagnosis Picker, go to Settings/Program, and on the Financial tab check the box "Do not use CodeTracker."

There are many tools and features in CodeTracker, and you may or may not use them all. The goal is to help you find the correct diagnosis codes as quickly as possible. With a little practice, you will find the pathway that works fastest for you.

Tip: You can practice with CodeTracker without actually adding any codes to your SOAP or Invoice. Just click the clear all selected link at the bottom, and don't click the "Add" button.

Basic FunctionThe pick list works the same as the old-style Diagnosis Picker. Click any row to select it and add to the list at the bottom of CodeTracker. When you have all the codes you want, click the Add button to add them to your SOAP or Invoice, in the order selected. Check the optional "Favorite" box to have a code rise to the top of the list when it meets the search criteria.

Uncheck the Selected box in the "Selected Diagnosis Codes" list to remove just that one code from being added.

Click clear all selected to start over.

Click Edit List to close CodeTracker and return to the main Diagnosis List, which is the source of CodeTracker's pick list.

To pick just one code directly, close CodeTracker, and add that one code to your SOAP or Invoice, hold the Shift key down and click on any row.

Choose the code set that displays in the pick list first by clicking an option in the purple banner. This choice is independent of the choice made on your main Diagnosis List.

Tip: You might find it easier at first to display the ICD-9 code set with which you are familiar, and use it to search for equivalent ICD-10 codes. Later, you may use the ICD-10 code set exclusively.

Narrow the pick list by typing in the QuickFinder for code or description, and/or

Choose from the optional Category QuickFinder's drop-down list.

You may use both QuickFinders in combination; however, the logic may not work as expected, depending on the data available for the codes.

Click the small white "x" to clear either QuickFinder.

The Breakout Arrow: Going to the next level
One of the powerful features of CodeTracker is to show you multiple coding options. The gray "breakout" arrow at the right of a code's row will show you more options related to that code.

If viewing the ICD-9 code set, the arrow is labeled "Equivalents," and will show any equivalent ICD-10 diagnosis codes in a side-by-side list. A small green number tells you if there are any equivalents, and how many.

If viewing the ICD-10 code set, the arrow is labeled "Specificity," and shows you a side-by-side list where you can narrow or expand the specificity level to see related codes.

ALWAYS with CodeTracker, you can select a code
quickly from a pick list by clicking its row. Shift+click on the row to
add just the one code instantly.

Note: This is a temporary process, and will become less and less common as ICD-9 codes will no longer be used for dates of service on or later than October 1, 2015. These instructions presume that it's already past this date. To find an ICD-10 code, you may find it useful to start with the ICD-9 codes with which you are familiar, or you may start with the ICD-10 list. It's your choice!

Start with ICD-9 Codes

Click the ICD-9 choice in the selector to show your complete set in the pick list

Narrow your list to find the ICD-9 code(s) you would normally use

Click the breakout arrow of a code to see its ICD-10 equivalents

Equivalent ICD-10 codes (if any) will show in a new pick list on the right side. Click the one(s) you want, or click the breakout arrow on another ICD-9 code on the left. Codes you select will be added to the "Selected" list at the bottom of CodeTracker.

To really "drill down" and see ICD-10 codes that are related to each other by specificity, click the breakout arrow for any code in the ICD-10 Equivalents List.

ALWAYS with CodeTracker, you can select a code
quickly from a pick list by clicking its row. Shift+click on the row to
add just the one code instantly.

Note: These instructions assume you are familiar with the ICD-10 codes and how to use them properly. CodeTracker is only a tool for finding and selecting the right code based on your knowledge as a provider and/or billing coder.

Start with ICD-10 Codes

Click the ICD-10 choice in the selector to show your complete set in the pick list

Narrow your list to find the ICD-10 code(s) you would normally use

Click the breakout arrow of a code to see its ICD-10 equivalents

Above the Specificity list is an oval field containing the code you have chosen to compare. Click the breakout arrow for another code on the other list (on the left) to compare a different code.

Under the code are four colored dots, ranging from Low to High specificity. Click a dot to compare the first 3 digits (Low), up to 6 digits (High), as shown in the list below. If there are no matching codes in your ClientTracker, the list below will be blank.

The lower the specificity, the more codes will be displayed. This is so you can see all the codes in the related "family."

Higher specificity is useful for seeing if there are other choices to be made that are closer to the code you are comparing.

Tip: Use the Specificity option when you want to see the available options for codes that may have different qualifiers, such as an extra 7th digit. Refer to your ICD-10 experience or reference sources to determine which is the correct code to use, then select it by clicking its row.

ALWAYS with CodeTracker, you can select a code
quickly from a pick list by clicking its row. Shift+click on the row to
add just the one code instantly.

IMPORTANT: This feature works with ICD-10 Codes only.

Note: For this feature to work properly, there must be categories assigned to your codes. ICD-10 codes from the Code Library or an Upgrade typically have few categories, so you may want to categorize your favorite codes to take advantage of this feature. To add categories to a code, see ICD-10 Diagnosis Codes> Diagnosis List & Library for more info.

At first, you will see the same list of codes based on any search criteria you may already have entered elsewhere. The list with its two orange QuickFinders works the same as for the main list; it's just a little smaller.

The Category Quickfinder drop-down list contains all the categories currently assigned to codes in your ClientTracker list. You may also click one of the blue dots corresponding to a body part on the diagrams. Each part has a label you can see when you hover your mouse over the dot.

-- The body part is entered in both QuickFinders, so you can search by description as well as category.

-- The text is the exact category you should use if you are entering them with the intent of using the Body Diagram to find them.

ALWAYS with CodeTracker, you can select a code
quickly from a pick list by clicking its row. Shift+click on the row to
add just the one code instantly.

Note: For this feature to work properly, there
must be categories assigned to your codes. ICD-10 codes from the Code
Library or an Upgrade typically have few categories, so you may want to
categorize your favorite codes to take advantage of this feature. To
add categories to a code, see ICD-10 Diagnosis Codes> Diagnosis List & Library for more info.

On the Body view of CodeTracker, the spaces between the body diagrams are reserved for you to create your own "favorite" category searches. These are called "category shortcuts." Whatever you type in these fields may be used to search for Diagnosis Codes with the same category.

This can be useful to isolate codes used by specialty, for a specific condition, or the ones you use most often.

To enter or change a category shortcut, hold the Shift key down and click the space shown by a dotted line, or the blue underlined category. A drop-down list will open, showing you all the categories available in your Diagnosis List, to make sure you select a category that is already in use.

Pick a category from the drop-down list, and your new shortcut is ready to use.

To use the shortcut, simply click it without holding down the Shift key, and it will be added to the Category Quickfinder, and any matching codes will be displayed in the list below.

Tip: There is limited space available to display the shortcut text, but you can enter longer ones if needed.

If you often assign the same combinations of diagnosis codes to a SOAP or invoice, the Code Combo feature is a handy way to organize them and select them all at the same time - without searching for the codes individually.

The Code Combos are a Premium Feature that is available with your current subscription

How to Create a ComboFirst, select the codes you want in your combo, in the preferred order. Then click Save on the Code Combos panel, and give your Combo a name.

How to Edit a ComboYou
cannot edit a combo directly, but you can select it so the codes are in
the Selected list, then edit the contents of the list and click Save again, saving the results as a new Combo.

To select a combo for use, click its row in the list and all the codes in the combo will be added to the Selected list below (adding to whatever might be there already).

When you're ready, click "Add Selected Codes" to add them all to your SOAP or invoice

Shift + click will add all the codes in the combo instantly

To access the Combo List, click View in the Code Combos panel, or the Combos button at the top of CodeTracker.

On the list, you can open more detail about a Combo by clicking the blue [ i ] button on the left of its row.

Delete unwanted combos by clicking the red x at the right of its row. This deletes the combo only; not the actual codes.

Tip: Combos can be used for either ICD-9 or ICD-10 codes, but not for a mix from both sets. All combos will show regardless of whether you have ICD-9 or ICD-10 chosen in the selector at the top of CodeTracker.

ClientTracker users have enjoyed for many years our feature that copies Diagnosis Codes and other info from a previous SOAP or Invoice. But what if the previous codes were ICD-9, and now you need to use ICD-10?

Tip: You can always delete unwanted codes and pick new ones, but the Code Converter makes this much easier!

Click the small gray Convert button just above the Diagnosis list on any SOAP or Invoice to open the Code Converter pop-up.

A list of the existing codes will show if there are any direct equivalents. You have 3 options:

Tip: Once converted, a code may be reverted back to its original if you make a mistake. Click the gray Revert button with the back ( < ) arrow.

When you click the yellow button to view details, a list of equivalents appears. Click any of the codes in the list to convert directly to that code.

This option works best when you have multiple equivalents from which to choose. If there are many, scroll up and down the list to see them all.

Tip: After you have converted any ICD-9 codes to ICD-10, the new ones will copy forward from that point on (if you use the Copy Previous feature).

Note: Code Converter is not available on a SOAP Template. If you have templates set up with ICD-9 codes, you will need to change those by deleting the old codes, and using CodeTracker to find new ones.

Clicking the Financial icon or Invoices tab (from the Register) displays a list of all invoices in ClientTracker. Use the scroll bar on the right side of the window to move through the list.

Control Panel Options:New Invoice - Creates a new invoice by opening a pop-up QuckFinder to select first a client; then an invoice type. See Invoices & Payments> Manage Invoices for more info.Tip: If you use SOAP Notes, the best way to generate a new invoice is from a SOAP Note related to a client visit, as described in SOAP Notes> Link Information to the SOAP Note>Generate or Link an Invoice from SOAP Notes. If you don't need the invoice associated with a SOAP Note, click this New Invoice button on the Control Panel. An invoice generated in this way has a button allowing you to create a SOAP Note any time you wish.Find Invoice - Goes to the Find Invoice screen, to search for one or more invoices by your choice of criteria. See Invoice Types below.

Show All Invoices - Resets the list to show all invoices sorted by invoice number.

Print - Opens an Invoice Print Menu pop-up window, with options for printing for the invoices showing in the list (i.e. the current Found Set).

Print Options:

Optional Title - You may change the title if you choose to print as a List.

Invoice List - A simple report listing the invoices and information from the List screen. (An optional title can be entered for the report.)

Individual Invoices - Prints a complete invoice for each row of the List screen; according to type.

Note: There is no Floating Preview Palette for this option, and you will be prompted to change paper in your printer if the print job includes a 1500.

Client Statements - Prints a statement for each client appearing on the List screen.

Insurer List - Prints a list of invoices for one Insurer, with billing info. You should perform a Find for the Insurer's invoices first.

Client Envelopes & Client Labels - Select an option to print plain or pre-printed envelopes; or mailing or shipping labels for each client appearing on the List screen who has a valid address.

Other List Functions:

Click on any invoice's row in the list to view the invoice Detail screen.

Click the client icon to go to the client's Personal screen.

Omit an invoice temporarily from the list (i.e. to not include it in a printout) by clicking the Omit button at the far right of the row.

As in most lists, you can click on the column headers to sort the currently visible records by that category. One click of the header text sorts by that category in ascending order; a second click sorts in descending order. Shift + click on the header will remove the sort.

To view totals for invoices, click the Show Totals button at the bottom of the screen.

Note: If passwords are enabled, the Show Totals option is available only to the Admin user.

There is also Search Bar at the top right of
the list, which searches on the Invoice Number, Date, and Client Name when you type a
value and press Enter.

Insurance Billing Made Easy: A Step by Step Guide

Interested in better understanding how insurance billing works? Considering billing insurance in your practice but don't know where to start? Or perhaps you feel like insurance billing is just too complex and overwhelming? A devoted ClientTracker user, Rebecca Hurwood, is determined to demystify insurance billing with her ebook - Insurance Billing Made Easy: A Step by Step Guide for Acupuncturists and CAM Providers. If you haven't checked it out, please visit the book website at www.insurancebillingmadeeasy.com - special offers available!

Clicking the Find Invoice icon in the Control Panel of the Financial area takes you to a utility screen where you can enter simple or complex criteria to search for invoices.

Tip: Use the QuickFinder at the bottom of the Invoice List screen to perform fast, simple searches such as by Invoice Number.

The Find Invoice screen will show the last criteria used during your current session. If you log off ClientTracker, the criteria will be reset to the system defaults the next time you log on. The default criteria are shown in green in these instructions. Click Reset at any time to restore the default criteria.

Dates - Choose: Today, This Month, Last Month, Date Range, or All. When Date Range is clicked, enter a date From and To in the designated fields.

Practitioners - Choose: Active, All, or Select. Choosing Select will show a pop-up menu from which to choose from a list of all practitioners in ClientTracker (active or inactive).

Clients - Choose All, or Select. Choosing Select will open a pop-up QuickFinder window, from which you can choose from a list of all clients in ClientTracker (active or inactive).

Insurers - Choose: All or Select. Choosing Select will show a pop-up menu from which you can choose from a list of all Insurers in ClientTracker (active or inactive).

Title - (Optional) Enter a custom title for the results of your Find, which will display on the List screen and printouts until you leave that screen.

When you have entered all desired criteria, click Find to display the results on the Invoice List screen. If no matching invoices are found, a message will tell you that, and leave you on the Find Invoices utility screen to try again, or click Cancel to abort.

Information about an invoice is entered on its Detail screen. Some information may be automatically generated for an invoice; for example, diagnoses, procedures, and products from a SOAP Note. ClientTracker will default to apply the line items from a client's previous invoice, if no other information is primary.

Note: Depending on the size of your computer monitor, you may need to scroll down to see all of an invoice Detail screen. Use the scroll bar on the right side of the main window to see the bottom portion of invoices.

Superbillinvoices are for accounts to be paid partly or completely by insurance
companies, and have additional fields for insurance information. This is often the type of invoice a practice would print for a client to seek reimbursement from their insurance.

1500
invoices or claim forms (formerly known as "CMS-1500") are a federally standardized form for filing insurance
claims for medical services. Instead of entering diagnosis and procedure
descriptions, codes are used to designate items.
ClientTracker makes this easier by allowing you to select diagnoses and procedures
from a list, and then filling in the appropriate code. Always enter
insurance account information for clients before creating 1500 forms.

Tip: You can change the type of the invoice at any time by clicking one of the Change Invoice buttons near the top of any invoice Details screen. Certain restrictions may apply - see the links above for each type. You can also set a default invoice type for a client.

The beginning invoice number is set when you register ClientTracker. It cannot be changed thereafter. Invoices can be voided or deleted, with the following effects on the numbers.

If the most recent invoice is deleted, its number will be re-used for the next invoice.

Any other delete invoice would leave a gap in the
sequence of numbers.

Voided invoices retain their numbers in sequence.

Note: Other invoice settings are available on the Settings/Program/Financial tab.

Oldest Display Date in Invoice List

If you accumulate many invoices in ClientTracker over time, you may not want to show old invoices, and display only those past a certain date. To do this, enter a date for "Do not show invoices created before."

This setting affects all places where a list of invoices display, including the Client/Invoices, Clearinghouses' E-Billing, and Insurance Payments screens

If this field is empty, all invoices in ClientTracker will show as appropriate

If you perform a Find or use the QuickFinder, the Oldest Display date will be ignored

Invoices with outstanding balances will show regardless of the Archive Date

Tip: You can also filter the Invoice List
screen on a temporary basis using the QuickFinder, or producing a
report of invoices for a certain date range.

Payments on Invoices

Select a default Method, and each time you enter a payment on an invoice, it will auto-fill your choice. The pop-up menu of choices is a system value list and cannot be edited.

You can also set ClientTracker to remind you to enter Check # and Credit Card # when entering those methods of payment.

Printing Invoices

There are two kinds of Default Notes you can customize to appear on invoices. The printing of the text is limited to only what fits in the visible entry boxes.

Display a general note - This can be edited on each invoice, and can contain any message you like, i.e. "Thank you for using Gentle Touch Acupuncture."Display your Terms - This is also editable on each invoice, and is intended to display payment terms.Show Practitioner Fed Tax ID # - Check a box to print this number in the headers of a Simple or Superbill invoices.

1500 Forms - Choose to print the 1500 claim form on blank paper, or a pre-printed form.

Create an appointment for a client in the Calendar. This automatically creates a blank SOAP Note for that client. For more info, see Calendar> Create New Appointments.

After the appointment is made, access the SOAP Note for that visit by clicking the SOAP button in the Appointment pop-up window. From the SOAP Note, you can generate an invoice for that treatment by clicking the Generate Invoice button.

OR, you can click the Generate Invoice button direct from the Appointment pop-up. If an invoice has not been generated yet, you will be offered the option to do so.

This is the best practice, as ClientTracker links together the appointment
date, the SOAP Note, and the invoice, making it easy for you view the
SOAP Note pertaining to an invoice (or vice-versa).

IMPORTANT: Any Diagnosis & Procedure Codes and Products (a.k.a. "line items") are shared by the SOAP Note and Invoice, and will appear in both places.

Notes:

Once an invoice has been generated, it is linked to the SOAP Note, and the button on the SOAP Note detail screen will say, "Go to Invoice (number)."

To link a SOAP Note to an existing invoice, clickLinkjust below this button.

Click to Unlink, and the Generate Invoice button becomes available again.

Tip: Enter all insurance companies and policies for your clients in their Insurance tab before creating invoices. This will ensure all the up-to-date info is available from the invoice's point of view. See Clients> Client Insurance Tab for more info.

Other Ways to Generate an Invoice

From the list of all Appointments & SOAPs in a client's
record, you can easily see which appointments need an invoice. Click the Generate link that appears on the far right to begin, and select an invoice type from the pop-up window. For more information on the client's Appointments & SOAPs List screen, see Clients> Client Appointments & SOAPs Tab.

To create an invoice not linked to any SOAP Note:

From a specific client's Personal tab, click the New Invoice, no SOAP button. The default practitioner for that client (if any) will be assigned to the invoice automatically, or you will be prompted to select one. A default practitioner can be set for any client on their Personal screen; Defaults tab. The practitioner of record for an invoice can be changed on the invoice Detail screen.

OR, for any client, click the New Invoice button in the Control Panel of the Financial area. First you will be asked to select a client, and then confirm the practitioner.

You will have the option to create a new, blank invoice (i.e. no line items), or to apply the practitioner's designated templates to automatically generate line items. See Automatic & Duplicate Invoice Entry for more info.

OR, click the Duplicate Invoice icon in the
Control Panel of an invoice Detail screen

The client's default invoice type will be used (from their Personal screen, on the Defaults tab). Otherwise, you will be asked to select from three types of invoices: Simple, Superbill, or
1500. Choose the type of invoice you need, and it will be generated with the client's personal and insurance info (if any) and displayed on the corresponding Detail screen.

Filling Out an Invoice

Some of the information on an invoice may be entered automatically from
the records of a client, insurance company, insurance policy, and SOAP
Note. This may also come from the previous invoice for that client. (See below for details.)

Often, an invoice needs to be
supplemented or filled out manually. The methods for filling out an
invoice are different based on the type.

Invoices can be set up for clients so that much of the same information
is entered each time. Invoices share their diagnoses, procedures, and
products (collectively known as "line items") with SOAP Notes. When a
SOAP Note is generated from a SOAP Template, the corresponding invoice
-- once generated or linked -- will share the same line items.

Using
this sharing system, there are several different methods to create a
new invoice with the same line items as a client's previous invoice --
either before, during, or after the SOAP Note is filled out. There is
also a method to duplicate any invoice for the same or different
client, which may be done without a linked SOAP Note.

Before - When an appointment is made, the practitioner's designated SOAP Template (or a previous SOAP Note) will be applied, and the line items from that template will be shared by the invoice.

If the client has been seen by the practitioner before, and the designated template for All subsequent visits is set to "Use previous SOAP/Invoice with the same practitioner," then the most recent SOAP Note (before today's date) for that client/practitioner will be used as a template.

If you create an invoice with no SOAP by using the button in the Clients or invoices area, the invoice will auto-fill with line items from the previous invoice with no SOAP Note. In other words, the Invoice No SOAP method of creating an invoice ignores previous SOAP Notes and invoices made from appointments.

Products are not auto-filled on any invoice, but can be duplicated onto a new invoice (see "After" below).

Before or During
- At any time after an appointment is made, any client's previous SOAP
Note can be applied as a template, by choosing from the portal on the Templates tab of the SOAP Note screen. As SOAP Notes and invoices share line items, this would also apply to the line items on the invoice.

Warning -
Applying a previous SOAP Note will overwrite all existing information
on the current SOAP Note and replace the line items on its linked
invoice.

After - Any qualifying invoice can be duplicated (for the same or different client) by clicking the Duplicate Invoice icon in the Control Panel of the invoice's Detail screen. See below for more info.

Duplicate Invoices

Duplicating
a qualified invoice will create a new invoice (for the same or different
client), with all the same line items and other information from the
original -- except for payments and insurance info. Naturally, any new invoice would add the new
charges to a client's account.

Qualifying invoices are those that are linked to only one SOAP Note. You will be given a choice whether to duplicate the Products on a qualifying invoice.

Click the Duplicate Invoice icon in the Control Panel of any invoice's Detail screen, and choose whether to generate the new, duplicate invoice for the Same or Different client.

If for the same client, a new invoice with the same practitioner, line items, discounts, and notes will be generated instantly.

If applicable, the insurance company and policy will also be duplicated.

If
for a different client, you need to first select a client from the pop-up
QuickFinder, after which a new invoice with the same line items,
discounts, and notes will be generated instantly.

The practitioner, insurance company and policy will NOT be duplicated for a different client.

Note: If the diagnoses or procedures have been edited, the edits will be duplicated on the new invoice. Appropriate discretion should be used when duplicating invoices.

Once
duplicated, the new invoice and its line items will all have the
current date, and it behaves just like any other
invoice. You can edit the line items or other information as needed,
print, and make payments. An invoice created in error
can be deleted or voided. See Voiding or Deleting an Invoice below for more info.

ClientTracker allows you to void or delete an invoice that has been generated,
according to certain rules. Once
an invoice
has been voided or deleted, it cannot be restored. You would have to generate another
invoice instead.

To void or delete an invoice, begin by clicking the Void this Invoice button on the lower right of its
Detail screen.

Rules for Voiding an Invoice

An invoice cannot be voided or deleted if:

It
has been paid in full, or

There have been payments made on
it, or

Payments have been distributed to it, or

Credits have been issued and show in the Payments portal

In
other words, the Payments portal must be empty

Voided or deleted
invoices do not show on the client's Invoices portal

If
the invoice qualifies for voiding or deleting, a message will ask for
confirmation of your action. Click Delete or Void to confirm. If you choose to void the invoice, you will be asked to enter an optional text note or "reason" for future reference.

Voiding or deleting an invoice will cause the
following things to happen:

If there are any visits (SOAP
Notes) linked to that invoice, they will be unlinked but not affected in any other way. In other words,
you will no longer be able to view the
invoice(s) from the SOAP, using the Go to Invoice button.

If there
are any line items listed on the invoice, e.g. Diagnoses, Procedures,
or Goods, they will automatically be deleted from the invoice, but will still show on any formerly linked SOAP Note(s).
A voided invoice can only be a blank invoice. The effect is that you do not need to
delete the line items before voiding; they will be deleted for you.

For voided invoices only:

The Invoice List view will show the invoice's information as dimmed, and
its Status will change to VOID and show the details of the voiding.

A
large "VOID" will appear on the invoice detail screen.

An invoice that has been voided may be permanently deleted, by clicking the Void this Invoice button again.

Note:
When accessing the Invoice List screen via the Financial icon in the
Function Bar, or Invoice List icon in the Control Panel, voided
invoices will not be included in the list.

Find Voided Invoices

On
the invoices List screen, select "Status" in the QuickFinder, and enter
"void" (or part of the word) to list matching invoices.

Click
Find Invoice in the Control Panel and
select criteria including the Type: "Voided"

Manual MethodIn older versions of ClientTracker, you can attach an electronic file to an email. You need to have PDF software to save a ClientTracker invoice printout as a PDF, or a scanner to scan a printed invoice.

Mac - All Macs come with the option to choose to print to PDF. They also have a "Mail PDF" option, which produces a print image in the body of an email outside of ClientTracker. See your Mac instructions for more info.

Windows - If you don't already have the software, search for Print to PDF Software, free and low cost options. Install it and set it up to be one of your "printers". After you have installed some PDF software, the choice to Save as PDF (or equivalent) will show in your computer's Print window.

Step 1 - Create a PDF

Click the Print icon for the invoice

Click Print when you are ready to save the image you see in the Floating Preview Palette.

In your computer's Print dialog box, select the option for Printer to be "Print as PDF" or other, similar option.

Choose the location to print (Save) the PDF and name the PDF file.

You may need to experiment with your own computer's printer set up or PDF software settings to
determine the best choices. This is not a ClientTracker function.

Tip: To easily name the PDF file, hold the Shift key down when you click on the invoice Print button. This puts data in the Clipboard that you can paste when it is time to name the PDF in #4 above. The pasted data will look like this: INV 2370 8-29-11 Smith, John $210, and you can edit it as you like before you save the PDF.

Tip: When you save the PDF, make a note of its location, or create a special folder for all invoice PDFs and name it clearly.

Step 2 Attach the invoice to an email - Use your own email program, or use the Attachment tab for an email sent from ClientTracker.